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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,813 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,195 | $105,190-3.8% | $98,907+2.3% | $90,288+12.1% |
| Participation rate | 84.3% | 86.4%-2.0pp | 76.0%+8.3pp | 73.4%+11.0pp |
| Annual return | 34.89% | 18.52%+16.4pp | 196.43%-161.5pp | 53.97%-19.1pp |
| Employer contribution / active EE | $3,460 | $3,831-9.7% | $2,689+28.7% | $2,524+37.1% |
| Participant deferral / active EE | $8,360 | $5,616+48.9% | $4,244+97.0% | $4,232+97.5% |
| Admin fee / account holder | $36 | $97-63.3% | $6,642-99.5% | $114-68.7% |