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 | $409,168 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $188,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $61,717 | $106,382-42.0% | $177,989-65.3% | $106,382-42.0% |
| Participation rate | 35.1% | 69.9%-34.8pp | 77.1%-42.0pp | 69.9%-34.8pp |
| Annual return | 16.41% | 17.37%-1.0pp | 294.48%-278.1pp | 17.37%-1.0pp |
| Employer contribution / active EE | $1,020 | $3,364-69.7% | $3,949-74.2% | $3,364-69.7% |
| Participant deferral / active EE | $1,973 | $5,569-64.6% | $6,276-68.6% | $5,569-64.6% |
| Admin fee / account holder | $58 | $79-27.0% | $10,363-99.4% | $79-27.0% |