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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,086 | $65,390+72.9% | $169,368-33.2% | $71,457+58.3% |
| Participation rate | 60.2% | 67.0%-6.8pp | 77.1%-17.0pp | 67.9%-7.8pp |
| Annual return | 24.24% | 21.31%+2.9pp | 405.60%-381.4pp | 28.85%-4.6pp |
| Employer contribution / active EE | $2,112 | $2,079+1.6% | $4,013-47.4% | $2,588-18.4% |
| Participant deferral / active EE | $5,247 | $4,367+20.2% | $6,221-15.7% | $4,289+22.4% |
| Admin fee / account holder | $89 | $1,324-93.2% | $9,003-99.0% | $1,587-94.4% |