Filed May 21, 1996 (most recent of 3 filings on file)
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,813 |
Form 5500 reported that benefits due were not provided when due.
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 | $100,050 | $43,999+127.4% | $79,464+25.9% | $55,725+79.5% |
| Participation rate | 99.5% | 66.9%+32.6pp | 73.3%+26.1pp | 70.9%+28.6pp |
| Annual return | -4.92% | 1.81%-6.7pp | 718.14%-723.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4,019 | $1,830+119.7% | $2,800+43.5% | $2,078+93.4% |
| Participant deferral / active EE | $7,494 | $2,538+195.2% | $3,704+102.3% | $3,356+123.3% |
| Admin fee / account holder | -$7 | $118-106.0% | $5,113-100.1% | $115-106.1% |