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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,293 | $114,195-2.5% | $106,548+4.5% | $93,030+19.6% |
| Participation rate | 83.8% | 86.4%-2.6pp | 76.1%+7.7pp | 73.9%+9.9pp |
| Annual return | 19.61% | 22.18%-2.6pp | 26.80%-7.2pp | 158.70%-139.1pp |
| Employer contribution / active EE | $3,326 | $4,009-17.0% | $2,819+18.0% | $2,706+22.9% |
| Participant deferral / active EE | $8,318 | $5,908+40.8% | $4,398+89.1% | $4,562+82.3% |
| Admin fee / account holder | $42 | $105-59.7% | $7,407-99.4% | $152-72.2% |