Filed March 10, 1997
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,152 | $59,159+55.8% | $159,960-42.4% | $66,914+37.7% |
| Participation rate | 52.5% | 68.1%-15.6pp | 78.0%-25.5pp | 69.8%-17.3pp |
| Annual return | -19.09% | -12.26%-6.8pp | 408.60%-427.7pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,797 | $1,983-9.4% | $4,226-57.5% | $2,544-29.4% |
| Participant deferral / active EE | $4,410 | $4,395+0.3% | $6,182-28.7% | $4,237+4.1% |
| Admin fee / account holder | $92 | $591-84.5% | $8,698-98.9% | $593-84.6% |