Filed December 8, 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) | $6,908 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,606 |
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 | $208,363 | $56,629+267.9% | $77,999+167.1% | $55,167+277.7% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.5%+23.9pp | 69.0%+30.4pp |
| Annual return | 6.33% | 2866.98%-2860.7pp | 425.96%-419.6pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,560 | $1,723+48.6% | $2,470+3.6% | $1,963+30.4% |
| Participant deferral / active EE | $5,716 | $2,777+105.8% | $3,497+63.5% | $3,054+87.2% |
| Admin fee / account holder | $52 | $467-88.8% | $5,480-99.1% | $504-89.7% |