Filed September 30, 1992
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) | $9,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,188 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,825 | $65,118-28.1% | $76,768-39.0% | $55,725-16.0% |
| Participation rate | 94.0% | 79.6%+14.4pp | 77.0%+17.0pp | 70.9%+23.1pp |
| Annual return | -1.50% | -1.27%-0.2pp | 2.43%-3.9pp | 244.93%-246.4pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,537 | $3,688-4.1% | $3,852-8.2% | $3,356+5.4% |
| Admin fee / account holder | $33 | $116-71.3% | $6,675-99.5% | $115-71.1% |