Filed September 30, 1999
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,101 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,904 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,366 | $136,266-49.1% | $90,749-23.6% | $77,904-11.0% |
| Participation rate | 99.7% | 86.6%+13.1pp | 75.7%+24.0pp | 73.7%+26.0pp |
| Annual return | -17.80% | -11.32%-6.5pp | -12.16%-5.6pp | 12.21%-30.0pp |
| Employer contribution / active EE | $4,292 | $4,215+1.8% | $2,921+47.0% | $2,848+50.7% |
| Participant deferral / active EE | $7,394 | $6,353+16.4% | $4,564+62.0% | $4,806+53.8% |
| Admin fee / account holder | $84 | $399-78.8% | $8,445-99.0% | $133-36.3% |