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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,643 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,960 |
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 | $56,501 | $44,221+27.8% | $121,196-53.4% | $56,287+0.4% |
| Participation rate | 96.6% | 61.1%+35.5pp | 71.7%+24.8pp | 69.9%+26.7pp |
| Annual return | -5.30% | -3.58%-1.7pp | 16.93%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,346 | $1,480+58.5% | $4,022-41.7% | $2,111+11.1% |
| Participant deferral / active EE | $3,216 | $2,521+27.5% | $3,344-3.8% | $3,350-4.0% |
| Admin fee / account holder | $99 | $480-79.4% | $5,019-98.0% | $521-81.0% |