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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,512 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,725 |
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 | $146,779 | $52,670+178.7% | $90,404+62.4% | $73,409+99.9% |
| Participation rate | 98.4% | 67.7%+30.8pp | 72.7%+25.7pp | 72.2%+26.3pp |
| Annual return | 18.04% | 20.70%-2.7pp | 1293.02%-1275.0pp | 59.29%-41.3pp |
| Employer contribution / active EE | $4,560 | $1,872+143.6% | $3,262+39.8% | $2,234+104.1% |
| Participant deferral / active EE | $8,646 | $2,807+208.0% | $3,963+118.1% | $3,805+127.2% |
| Admin fee / account holder | $10 | $117-91.3% | $5,611-99.8% | $158-93.5% |