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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,909 |
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 | $90,227 | $136,266-33.8% | $90,749-0.6% | $77,904+15.8% |
| Participation rate | 83.4% | 86.6%-3.3pp | 75.7%+7.7pp | 73.7%+9.7pp |
| Annual return | -15.19% | -11.32%-3.9pp | -12.16%-3.0pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,478 | $4,215-17.5% | $2,921+19.1% | $2,848+22.1% |
| Participant deferral / active EE | $8,509 | $6,353+33.9% | $4,564+86.4% | $4,806+77.1% |
| Admin fee / account holder | $41 | $399-89.7% | $8,445-99.5% | $133-69.1% |