Filed May 28, 1998
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,236 | $63,905+5.2% | $74,183-9.4% | $57,658+16.6% |
| Participation rate | 93.9% | 79.8%+14.2pp | 76.6%+17.3pp | 70.2%+23.7pp |
| Annual return | 10.15% | 60.60%-50.5pp | 17.74%-7.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,841 | $1,840+54.4% | $2,370+19.9% | $1,974+43.9% |
| Participant deferral / active EE | $5,871 | $3,448+70.3% | $3,550+65.4% | $3,061+91.8% |
| Admin fee / account holder | $15 | $91-83.3% | $5,586-99.7% | $95-83.9% |