Filed November 22, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,681 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,297 | $121,341+369.2% | $189,513+200.4% | $79,386+617.1% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.8%+5.7pp | 70.7%+22.8pp |
| Annual return | 16.83% | 21.08%-4.2pp | 555.15%-538.3pp | 116.85%-100.0pp |
| Employer contribution / active EE | $18,728 | $3,915+378.4% | $6,162+204.0% | $2,427+671.5% |
| Participant deferral / active EE | $24,340 | $6,395+280.6% | $8,221+196.1% | $4,046+501.6% |
| Admin fee / account holder | -$33 | $651-105.1% | $12,045-100.3% | $626-105.3% |