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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,240 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,232 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,706 | $65,061+191.6% | $143,757+32.0% | $66,914+183.5% |
| Participation rate | 95.4% | 65.2%+30.3pp | 80.3%+15.1pp | 69.8%+25.6pp |
| Annual return | -19.37% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $7,293 | $2,361+209.0% | $4,951+47.3% | $2,544+186.7% |
| Participant deferral / active EE | $17,861 | $2,919+511.9% | $5,637+216.8% | $4,237+321.6% |
| Admin fee / account holder | -$18 | $502-103.5% | $14,673-100.1% | $593-103.0% |