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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$160,971 |
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 | $182,165 | $89,274+104.1% | $149,718+21.7% | $77,958+133.7% |
| Participation rate | 97.9% | 87.6%+10.3pp | 87.1%+10.8pp | 71.6%+26.2pp |
| Annual return | 18.21% | 20.36%-2.2pp | 1501.63%-1483.4pp | 20.87%-2.7pp |
| Employer contribution / active EE | $7,053 | $3,727+89.3% | $5,445+29.5% | $2,310+205.3% |
| Participant deferral / active EE | $6,781 | $5,382+26.0% | $6,569+3.2% | $3,537+91.8% |
| Admin fee / account holder | -$103 | $240-142.9% | $11,283-100.9% | $97-205.6% |