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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
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 | $104,726 | $56,972+83.8% | $182,532-42.6% | $65,185+60.7% |
| Participation rate | 58.4% | 66.5%-8.1pp | 78.0%-19.6pp | 70.2%-11.8pp |
| Annual return | 27.97% | 27.67%+0.3pp | 148.54%-120.6pp | 29.38%-1.4pp |
| Employer contribution / active EE | $1,704 | $1,615+5.5% | $4,076-58.2% | $2,177-21.7% |
| Participant deferral / active EE | $3,431 | $3,526-2.7% | $5,524-37.9% | $3,514-2.4% |
| Admin fee / account holder | $62 | $528-88.2% | $8,592-99.3% | $847-92.6% |