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 | $608,061 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $274,724 |
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 | $224,114 | $430,560-47.9% | $98,907+126.6% | $106,222+111.0% |
| Participation rate | 82.9% | 86.2%-3.3pp | 76.0%+6.8pp | 70.8%+12.0pp |
| Annual return | 76.61% | 17.89%+58.7pp | 196.43%-119.8pp | 21.69%+54.9pp |
| Employer contribution / active EE | $4,449 | $6,804-34.6% | $2,689+65.5% | $2,723+63.4% |
| Participant deferral / active EE | $7,518 | $9,623-21.9% | $4,244+77.1% | $4,600+63.4% |
| Admin fee / account holder | $49 | $220-77.6% | $6,642-99.3% | $78-37.0% |