Filed December 17, 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 | $64,638 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,631 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,545 | $104,697+32.3% | $96,544+43.5% | $80,160+72.8% |
| Participation rate | 33.5% | 86.4%-52.8pp | 76.0%-42.4pp | 72.9%-39.4pp |
| Annual return | -14.90% | 21.78%-36.7pp | 25.84%-40.7pp | 40.38%-55.3pp |
| Employer contribution / active EE | $2,278 | $3,536-35.6% | $2,965-23.2% | $2,978-23.5% |
| Participant deferral / active EE | $4,968 | $6,188-19.7% | $4,851+2.4% | $5,017-1.0% |
| Admin fee / account holder | $180 | $107+68.6% | $8,252-97.8% | $145+24.1% |