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 | $53,738 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,336 |
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.
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 | $76,127 | $82,978-8.3% | $130,231-41.5% | $74,419+2.3% |
| Participation rate | 86.0% | 73.7%+12.4pp | 76.3%+9.7pp | 70.7%+15.3pp |
| Annual return | 20.04% | 123.05%-103.0pp | 38.77%-18.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $4,035 | $3,391+19.0% | $4,126-2.2% | $2,637+53.0% |
| Participant deferral / active EE | $5,191 | $5,370-3.3% | $6,799-23.6% | $4,528+14.6% |
| Admin fee / account holder | $142 | $354-59.9% | $6,020-97.6% | $348-59.2% |