Filed April 28, 1998
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 7-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 | $168,825 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,885 |
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $105,340 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $24,098 |
SPENCER FANE LLP1 year Service code 29 · EIN 44-0561981 | Legal | $22,120 |
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 | $204,623 | $145,877+40.3% | $150,045+36.4% | $102,872+98.9% |
| Participation rate | 96.3% | 79.8%+16.5pp | 82.3%+14.0pp | 73.0%+23.3pp |
| Annual return | 16.36% | 21.37%-5.0pp | 62.55%-46.2pp | 19.06%-2.7pp |
| Employer contribution / active EE | $7,307 | $4,710+55.1% | $4,693+55.7% | $3,526+107.2% |
| Participant deferral / active EE | $12,202 | $9,491+28.6% | $7,997+52.6% | $5,535+120.5% |
| Admin fee / account holder | $118 | $176-33.1% | $13,435-99.1% | $292-59.7% |