Filed February 26, 1996
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 | $190,042 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $131,800 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,446 |
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 | $326,284 | $160,882+102.8% | $200,582+62.7% | $102,872+217.2% |
| Participation rate | 90.7% | 91.2%-0.5pp | 86.9%+3.8pp | 73.0%+17.6pp |
| Annual return | 18.41% | 18.15%+0.3pp | 42.33%-23.9pp | 19.06%-0.6pp |
| Employer contribution / active EE | $7,652 | $5,602+36.6% | $6,419+19.2% | $3,526+117.0% |
| Participant deferral / active EE | $20,978 | $9,300+125.6% | $9,331+124.8% | $5,535+279.0% |
| Admin fee / account holder | $139 | $125+11.6% | $16,305-99.1% | $292-52.3% |