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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,875 |
OLSEN THIELEN & CO., LTD.2 years Filed as: OLSEN THIELEN & CO., LTD Service code 10 · EIN 41-1360831 | Accounting | $19,750 |
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 | $299,528 | $134,045+123.5% | $80,019+274.3% | $75,289+297.8% |
| Participation rate | 92.9% | 85.8%+7.2pp | 75.8%+17.1pp | 72.4%+20.5pp |
| Annual return | 1.66% | -0.56%+2.2pp | 11.22%-9.6pp | -0.04%+1.7pp |
| Employer contribution / active EE | $3,725 | $3,492+6.6% | $2,468+50.9% | $2,405+54.9% |
| Participant deferral / active EE | $8,158 | $4,976+63.9% | $3,686+121.3% | $3,739+118.2% |
| Admin fee / account holder | $16 | $124-87.2% | $6,521-99.8% | $102-84.5% |