Filed December 22, 1992
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 |
|---|---|---|
LTSP, INC.3 years Service code 10 · EIN 95-3864890 | Accounting | $9,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,636 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,625 | $58,879+232.2% | $178,490+9.6% | $73,488+166.2% |
| Participation rate | 95.4% | 66.2%+29.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 19.82% | 24.86%-5.0pp | 151.07%-131.3pp | 28.51%-8.7pp |
| Employer contribution / active EE | $6,169 | $2,236+175.9% | $5,011+23.1% | $2,270+171.7% |
| Participant deferral / active EE | $13,095 | $2,567+410.1% | $5,202+151.8% | $3,740+250.2% |
| Admin fee / account holder | -$37 | $400-109.2% | $13,984-100.3% | $513-107.2% |