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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,322 |
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 | $364,658 | $96,403+278.3% | $93,606+289.6% | $77,787+368.8% |
| Participation rate | 94.3% | 87.6%+6.6pp | 75.8%+18.5pp | 73.2%+21.1pp |
| Annual return | 25.16% | 39.36%-14.2pp | 32.76%-7.6pp | 32.57%-7.4pp |
| Employer contribution / active EE | $3,962 | $3,616+9.6% | $2,718+45.8% | $2,504+58.2% |
| Participant deferral / active EE | $8,815 | $5,341+65.0% | $4,069+116.7% | $3,967+122.2% |
| Admin fee / account holder | $9 | $90-89.7% | $7,888-99.9% | $100-90.8% |