Filed September 17, 1998
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 6-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) | $12,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,042 | $69,159+4.2% | $125,175-42.4% | $67,579+6.6% |
| Participation rate | 68.1% | 78.2%-10.1pp | 79.8%-11.7pp | 71.3%-3.2pp |
| Annual return | 25.31% | 27.12%-1.8pp | 43.79%-18.5pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,201 | $2,023-40.6% | $3,865-68.9% | $2,148-44.1% |
| Participant deferral / active EE | $3,967 | $3,700+7.2% | $4,937-19.6% | $3,539+12.1% |
| Admin fee / account holder | $4 | $142-97.1% | $9,702-100.0% | $142-97.1% |