Filed May 30, 1997
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,852 | $54,121+51.2% | $134,143-39.0% | $73,409+11.5% |
| Participation rate | 49.3% | 64.4%-15.1pp | 72.2%-22.9pp | 72.2%-22.9pp |
| Annual return | 15.77% | -312.52%+328.3pp | 36.33%-20.6pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,729 | $1,402+23.3% | $3,704-53.3% | $2,234-22.6% |
| Participant deferral / active EE | $3,752 | $2,844+31.9% | $3,499+7.2% | $3,805-1.4% |
| Admin fee / account holder | $22 | $132-83.2% | $6,684-99.7% | $158-85.9% |