Filed September 16, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $543,097 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,200 |
OLSEN THIELEN & CO., LTD.2 years Filed as: OLSEN THIELEN & CO., LTD Service code 10 · EIN 41-1360831 | Accounting | $19,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,875 | $187,373-37.6% | $91,001+28.4% | $80,976+44.3% |
| Participation rate | 79.4% | 87.5%-8.1pp | 75.6%+3.8pp | 68.3%+11.1pp |
| Annual return | 18.26% | 16.95%+1.3pp | 4.60%+13.7pp | 22.91%-4.6pp |
| Employer contribution / active EE | $3,700 | $5,838-36.6% | $2,456+50.7% | $2,402+54.0% |
| Participant deferral / active EE | $5,944 | $8,375-29.0% | $3,547+67.6% | $3,848+54.5% |
| Admin fee / account holder | $39 | $91-56.9% | $5,417-99.3% | $67-41.6% |