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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,975 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,216 | $52,208+183.9% | $86,612+71.1% | $74,419+99.2% |
| Participation rate | 97.8% | 66.3%+31.4pp | 71.7%+26.1pp | 70.7%+27.0pp |
| Annual return | 19.08% | 44.46%-25.4pp | 591.07%-572.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $5,387 | $2,282+136.1% | $3,022+78.2% | $2,637+104.2% |
| Participant deferral / active EE | $10,109 | $3,383+198.8% | $4,438+127.8% | $4,528+123.2% |
| Admin fee / account holder | -$35 | $319-111.1% | $5,614-100.6% | $348-110.2% |