Filed January 28, 1997 (most recent of 3 filings on file)
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 3-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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,445 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,888 | $74,024-24.5% | $77,999-28.3% | $57,658-3.1% |
| Participation rate | 72.9% | 79.7%-6.8pp | 75.5%-2.6pp | 70.2%+2.7pp |
| Annual return | -4.82% | 12.14%-17.0pp | 425.96%-430.8pp | 5.13%-10.0pp |
| Employer contribution / active EE | $3,897 | $2,365+64.7% | $2,470+57.8% | $1,974+97.4% |
| Participant deferral / active EE | $3,153 | $3,533-10.8% | $3,497-9.8% | $3,061+3.0% |
| Admin fee / account holder | $26 | $93-72.4% | $5,480-99.5% | $95-72.8% |