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 | $170,724 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,413 | $106,520-41.4% | $189,557-67.1% | $106,520-41.4% |
| Participation rate | 45.4% | 71.3%-25.9pp | 78.4%-33.0pp | 71.3%-25.9pp |
| Annual return | 10.51% | 19.28%-8.8pp | 64.17%-53.7pp | 19.28%-8.8pp |
| Employer contribution / active EE | $987 | $2,840-65.2% | $4,412-77.6% | $2,840-65.2% |
| Participant deferral / active EE | $1,974 | $4,948-60.1% | $6,174-68.0% | $4,948-60.1% |
| Admin fee / account holder | $24 | $75-67.9% | $9,807-99.8% | $75-67.9% |