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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,974 |
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 | $63,049 | $99,078-36.4% | $96,544-34.7% | $74,419-15.3% |
| Participation rate | 77.7% | 80.7%-3.0pp | 76.0%+1.8pp | 70.7%+7.0pp |
| Annual return | 19.80% | 22.48%-2.7pp | 25.84%-6.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,035 | $2,570-20.8% | $2,965-31.4% | $2,637-22.8% |
| Participant deferral / active EE | $4,335 | $4,933-12.1% | $4,851-10.6% | $4,528-4.3% |
| Admin fee / account holder | $29 | $225-87.2% | $8,252-99.7% | $348-91.7% |