Filed May 2, 2000 (most recent of 5 filings on file)
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 | $7,165 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $82,139 | $52,639+56.0% | $185,117-55.6% | $62,292+31.9% |
| Participation rate | 58.2% | 63.9%-5.6pp | 77.3%-19.0pp | 69.5%-11.3pp |
| Annual return | 20.23% | 19.57%+0.7pp | 40.50%-20.3pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,489 | $1,483+0.4% | $4,182-64.4% | $2,042-27.1% |
| Participant deferral / active EE | $2,867 | $3,097-7.4% | $5,045-43.2% | $3,169-9.5% |
| Admin fee / account holder | $63 | $374-83.3% | $8,159-99.2% | $479-86.9% |