Filed June 9, 1995
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 | $78,233 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,443 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,675 |
Filed as: NA Service code 10 · EIN 41-0746749 | Accounting | $18,072 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,455 | $81,302+33.4% | $76,002+42.7% | $199,768-45.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 69.1%+27.9pp | 72.0%+24.9pp |
| Annual return | 14.96% | 16.31%-1.4pp | 360.07%-345.1pp | 34.26%-19.3pp |
| Employer contribution / active EE | $7,956 | $3,352+137.3% | $2,688+196.0% | $3,037+162.0% |
| Participant deferral / active EE | $7,474 | $4,721+58.3% | $4,257+75.6% | $5,090+46.9% |
| Admin fee / account holder | $124 | $145-14.3% | $6,414-98.1% | $269-53.8% |