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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,796 |
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 | $120,239 | $73,360+63.9% | $177,989-32.4% | $74,495+61.4% |
| Participation rate | 93.9% | 66.6%+27.3pp | 77.1%+16.9pp | 67.2%+26.7pp |
| Annual return | 19.07% | 17.49%+1.6pp | 294.48%-275.4pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $2,411 | $2,216+8.8% | $3,949-39.0% | $2,623-8.1% |
| Participant deferral / active EE | $5,582 | $4,513+23.7% | $6,276-11.1% | $4,346+28.5% |
| Admin fee / account holder | $97 | $1,808-94.6% | $10,363-99.1% | $1,942-95.0% |