Filed December 7, 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,316 |
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 | $155,609 | $80,354+93.7% | $133,980+16.1% | $63,975+143.2% |
| Participation rate | 97.1% | 87.5%+9.6pp | 87.1%+10.1pp | 71.1%+26.0pp |
| Annual return | 9.09% | 13.11%-4.0pp | 29.30%-20.2pp | 48.65%-39.6pp |
| Employer contribution / active EE | $7,106 | $3,503+102.8% | $5,211+36.4% | $2,182+225.7% |
| Participant deferral / active EE | $6,493 | $5,239+23.9% | $6,282+3.4% | $3,356+93.4% |
| Admin fee / account holder | -$53 | $69-176.7% | $9,324-100.6% | $70-175.5% |