Filed April 24, 1996 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,083 | $65,223+50.4% | $80,019+22.6% | $55,725+76.0% |
| Participation rate | 91.6% | 80.6%+11.1pp | 75.8%+15.8pp | 70.9%+20.8pp |
| Annual return | 6.71% | 7.59%-0.9pp | 11.22%-4.5pp | 244.93%-238.2pp |
| Employer contribution / active EE | $3,329 | $2,544+30.8% | $2,468+34.9% | $2,078+60.2% |
| Participant deferral / active EE | $7,772 | $3,881+100.3% | $3,686+110.9% | $3,356+131.6% |
| Admin fee / account holder | $31 | $114-72.5% | $6,521-99.5% | $115-72.7% |