Filed September 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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $481,521 |
Service code 37 · EIN 04-2647786 | Loan Processing | $298,823 |
Filed as: CLEAR INVESTMENT RESEARCH Service code 27 · EIN 46-3868027 | Advisory (Plan) | $69,670 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $15,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $97,682 | $146,341-33.3% | $98,907-1.2% | $93,223+4.8% |
| Participation rate | 92.5% | 89.3%+3.2pp | 76.0%+16.4pp | 74.9%+17.6pp |
| Annual return | 15.08% | 16.85%-1.8pp | 196.43%-181.3pp | 19.29%-4.2pp |
| Employer contribution / active EE | $3,231 | $4,823-33.0% | $2,689+20.2% | $2,680+20.6% |
| Participant deferral / active EE | $4,388 | $7,126-38.4% | $4,244+3.4% | $4,563-3.8% |
| Admin fee / account holder | $104 | $63+65.5% | $6,642-98.4% | $79+31.2% |