Filed November 4, 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) | $10,165 |
PRONVEST1+ years Filed as: PRONVEST INC Service code 10 · EIN 62-1823351 | Accounting | $5,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,078 |
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 | $50,925 | $37,134+37.1% | $100,671-49.4% | $52,331-2.7% |
| Participation rate | 96.7% | 57.7%+39.0pp | 70.7%+25.9pp | 68.1%+28.5pp |
| Annual return | 0.91% | 0.10%+0.8pp | 20.43%-19.5pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,083 | $1,187+75.4% | $4,012-48.1% | $1,882+10.7% |
| Participant deferral / active EE | $2,492 | $2,163+15.2% | $3,144-20.7% | $3,022-17.6% |
| Admin fee / account holder | $66 | $467-85.8% | $4,850-98.6% | $592-88.8% |