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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,549 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,233 |
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 | $64,623 | $63,156+2.3% | $122,332-47.2% | $62,292+3.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 25.26% | 20.61%+4.6pp | 30.27%-5.0pp | 28.90%-3.6pp |
| Employer contribution / active EE | $2,382 | $1,385+72.0% | $4,050-41.2% | $2,042+16.6% |
| Participant deferral / active EE | $3,046 | $2,321+31.2% | $3,287-7.3% | $3,169-3.9% |
| Admin fee / account holder | $99 | $440-77.6% | $5,478-98.2% | $479-79.4% |