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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,070 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,058 | $74,347+33.2% | $93,606+5.8% | $67,579+46.6% |
| Participation rate | 85.4% | 80.6%+4.8pp | 75.8%+9.6pp | 71.3%+14.2pp |
| Annual return | 42.85% | 28.07%+14.8pp | 32.76%+10.1pp | 378.56%-335.7pp |
| Employer contribution / active EE | $3,386 | $2,583+31.1% | $2,718+24.6% | $2,148+57.6% |
| Participant deferral / active EE | $7,954 | $4,060+95.9% | $4,069+95.5% | $3,539+124.7% |
| Admin fee / account holder | $33 | $123-73.3% | $7,888-99.6% | $142-77.0% |