Filed October 23, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,397 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,170 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,484 | $60,165+37.1% | $74,183+11.2% | $55,167+49.5% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 7.96% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,690 | $1,600+130.7% | $2,370+55.7% | $1,963+88.0% |
| Participant deferral / active EE | $5,470 | $2,973+84.0% | $3,550+54.1% | $3,054+79.1% |
| Admin fee / account holder | $61 | $419-85.3% | $5,586-98.9% | $504-87.8% |