Filed July 20, 1994
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 4-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 | $22,040 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,834 | $74,188-14.0% | $115,756-44.9% | $64,808-1.5% |
| Participation rate | 78.0% | 76.2%+1.8pp | 77.1%+0.9pp | 71.5%+6.5pp |
| Annual return | -15.96% | -11.81%-4.1pp | 143.14%-159.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,389 | $3,365+0.7% | $3,793-10.6% | $2,506+35.2% |
| Participant deferral / active EE | $4,013 | $5,294-24.2% | $6,254-35.8% | $4,310-6.9% |
| Admin fee / account holder | $74 | $148-49.9% | $8,124-99.1% | $188-60.5% |