Filed April 14, 1999 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $445,658 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,411 | $140,769-49.3% | $167,512-57.4% | $140,769-49.3% |
| Participation rate | 35.1% | 74.2%-39.1pp | 77.1%-42.0pp | 74.2%-39.1pp |
| Annual return | 15.07% | 16.82%-1.8pp | 1615.79%-1600.7pp | 16.82%-1.8pp |
| Employer contribution / active EE | $1,018 | $3,906-73.9% | $3,882-73.8% | $3,906-73.9% |
| Participant deferral / active EE | $2,005 | $6,717-70.1% | $6,405-68.7% | $6,717-70.1% |
| Admin fee / account holder | $67 | $229-70.8% | $9,769-99.3% | $229-70.8% |