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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $367,826 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $322,766 |
Filed as: CLEAR INVESTMENT RESEARCH Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP6 years Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $15,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $80,550 | $125,029-35.6% | $90,749-11.2% | $78,044+3.2% |
| Participation rate | 88.2% | 93.0%-4.7pp | 75.7%+12.5pp | 74.4%+13.8pp |
| Annual return | -18.68% | -14.80%-3.9pp | -12.16%-6.5pp | 10.87%-29.6pp |
| Employer contribution / active EE | $3,349 | $4,916-31.9% | $2,921+14.7% | $3,125+7.2% |
| Participant deferral / active EE | $4,664 | $7,684-39.3% | $4,564+2.2% | $5,084-8.3% |
| Admin fee / account holder | $87 | $56+55.3% | $8,445-99.0% | $79+9.7% |