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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,504 | $112,686+89.5% | $169,993+25.6% | $80,160+166.3% |
| Participation rate | 99.5% | 87.4%+12.1pp | 87.0%+12.5pp | 72.9%+26.6pp |
| Annual return | 18.80% | 67.04%-48.2pp | 53.37%-34.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $9,236 | $4,481+106.1% | $6,785+36.1% | $2,978+210.2% |
| Participant deferral / active EE | $8,887 | $7,876+12.8% | $10,408-14.6% | $5,017+77.1% |
| Admin fee / account holder | $1 | $99-99.3% | $12,815-100.0% | $145-99.5% |