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 6-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 | $81,768 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,427 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,784 | $90,410+231.6% | $91,001+229.4% | $77,958+284.5% |
| Participation rate | 93.1% | 86.4%+6.7pp | 75.6%+17.5pp | 71.6%+21.4pp |
| Annual return | 15.56% | 21.34%-5.8pp | 4.60%+11.0pp | 20.87%-5.3pp |
| Employer contribution / active EE | $3,599 | $3,392+6.1% | $2,456+46.5% | $2,310+55.7% |
| Participant deferral / active EE | $7,673 | $4,816+59.3% | $3,547+116.3% | $3,537+117.0% |
| Admin fee / account holder | $25 | $79-68.5% | $5,417-99.5% | $97-74.5% |