Filed March 26, 1999 (most recent of 4 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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,079 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,657 | $241,101-53.7% | $103,333+8.1% | $199,593-44.1% |
| Participation rate | 98.4% | 78.3%+20.2pp | 74.5%+23.9pp | 72.0%+26.5pp |
| Annual return | 16.22% | 17.80%-1.6pp | 24.88%-8.7pp | 34.25%-18.0pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $11,766 | $3,958+197.3% | $5,057+132.6% | $5,087+131.3% |
| Admin fee / account holder | $45 | $288-84.5% | $8,355-99.5% | $269-83.4% |