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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,525 |
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 | $163,232 | $58,290+180.0% | $98,442+65.8% | $86,799+88.1% |
| Participation rate | 97.9% | 68.3%+29.5pp | 73.3%+24.5pp | 72.3%+25.6pp |
| Annual return | 15.73% | 43.48%-27.8pp | 1492.73%-1477.0pp | 97.91%-82.2pp |
| Employer contribution / active EE | $4,563 | $2,008+127.3% | $2,960+54.2% | $2,405+89.7% |
| Participant deferral / active EE | $9,202 | $3,152+191.9% | $4,276+115.2% | $4,131+122.8% |
| Admin fee / account holder | $22 | $138-84.1% | $5,949-99.6% | $170-87.0% |