Filed October 29, 1995
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,506 |
Employer contribution per participant 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 | $55,323 | $69,305-20.2% | $82,313-32.8% | $69,631-20.5% |
| Participation rate | 90.0% | 80.3%+9.7pp | 76.9%+13.1pp | 70.7%+19.3pp |
| Annual return | 25.30% | 21.47%+3.8pp | 25.88%-0.6pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $418 | $1,887-77.8% | $2,428-82.8% | $2,032-79.4% |
| Participant deferral / active EE | $2,137 | $3,568-40.1% | $3,706-42.3% | $3,224-33.7% |
| Admin fee / account holder | $50 | $97-48.6% | $5,608-99.1% | $110-54.7% |