Filed November 16, 1992
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,753 |
AAA1+ years Service code 10 · EIN 53-0025420 | Accounting | $38,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,699 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,351 | $88,324+46.5% | $115,037+12.4% | $55,191+134.4% |
| Participation rate | 96.1% | 72.5%+23.6pp | 81.4%+14.8pp | 69.2%+27.0pp |
| Annual return | 0.78% | 6.30%-5.5pp | 26.14%-25.4pp | 10.78%-10.0pp |
| Employer contribution / active EE | $6,632 | $2,805+136.5% | $4,608+43.9% | $1,899+249.3% |
| Participant deferral / active EE | $6,871 | $5,042+36.3% | $6,026+14.0% | $3,046+125.5% |
| Admin fee / account holder | $79 | $105-25.3% | $8,175-99.0% | $91-13.2% |