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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $117,635 | $62,132+89.3% | $185,823-36.7% | $73,488+60.1% |
| Participation rate | 64.2% | 67.8%-3.6pp | 78.0%-13.8pp | 70.7%-6.5pp |
| Annual return | 16.03% | 20.44%-4.4pp | 35.95%-19.9pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,621 | $1,681-3.6% | $4,087-60.3% | $2,270-28.6% |
| Participant deferral / active EE | $3,175 | $3,711-14.4% | $5,632-43.6% | $3,740-15.1% |
| Admin fee / account holder | $66 | $419-84.3% | $9,500-99.3% | $513-87.2% |