Filed July 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $215,587 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,699 |
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 | $199,130 | $110,299+80.5% | $102,423+94.4% | $199,593-0.2% |
| Participation rate | 95.6% | 86.3%+9.3pp | 76.5%+19.1pp | 72.0%+23.6pp |
| Annual return | 13.29% | 35.73%-22.4pp | 29.32%-16.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,888 | $3,603+7.9% | $3,023+28.6% | $3,034+28.1% |
| Participant deferral / active EE | $11,435 | $6,376+79.3% | $5,053+126.3% | $5,087+124.8% |
| Admin fee / account holder | $58 | $122-52.2% | $9,451-99.4% | $269-78.3% |