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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,964 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,875 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,012 | $47,722+178.7% | $82,719+60.8% | $64,808+105.2% |
| Participation rate | 97.9% | 67.6%+30.3pp | 72.6%+25.4pp | 71.5%+26.5pp |
| Annual return | -17.18% | -13.05%-4.1pp | 701.18%-718.4pp | 32.82%-50.0pp |
| Employer contribution / active EE | $4,703 | $2,179+115.8% | $3,009+56.3% | $2,506+87.7% |
| Participant deferral / active EE | $9,403 | $3,329+182.4% | $4,395+113.9% | $4,310+118.1% |
| Admin fee / account holder | -$17 | $143-111.6% | $5,329-100.3% | $188-108.8% |