Filed May 21, 1
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 | $127,807 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $44,298 | $76,173-41.8% | $81,382-45.6% | $199,593-77.8% |
| Participation rate | 52.9% | 76.3%-23.3pp | 69.5%-16.6pp | 72.0%-19.1pp |
| Annual return | 15.01% | 15.59%-0.6pp | 24.73%-9.7pp | 34.25%-19.2pp |
| Employer contribution / active EE | $933 | $2,792-66.6% | $2,463-62.1% | $3,034-69.3% |
| Participant deferral / active EE | $1,865 | $4,201-55.6% | $3,883-52.0% | $5,087-63.3% |
| Admin fee / account holder | $65 | $146-55.4% | $5,768-98.9% | $269-75.8% |