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 | $641,586 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $549,578 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $156,225 | $185,545-15.8% | $90,749+72.1% | $89,394+74.8% |
| Participation rate | 79.3% | 85.0%-5.8pp | 75.7%+3.6pp | 71.3%+8.0pp |
| Annual return | -20.75% | -13.56%-7.2pp | -12.16%-8.6pp | -11.89%-8.9pp |
| Employer contribution / active EE | $4,509 | $7,210-37.5% | $2,921+54.4% | $3,022+49.2% |
| Participant deferral / active EE | $7,762 | $9,550-18.7% | $4,564+70.1% | $5,123+51.5% |
| Admin fee / account holder | $58 | $100-42.3% | $8,445-99.3% | $79-27.2% |