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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,753 | $46,722+47.2% | $130,648-47.4% | $65,185+5.5% |
| Participation rate | 96.7% | 60.9%+35.8pp | 71.7%+25.0pp | 70.2%+26.5pp |
| Annual return | 23.26% | 24.17%-0.9pp | 1708.96%-1685.7pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,571 | $1,488+72.8% | $4,092-37.2% | $2,177+18.1% |
| Participant deferral / active EE | $3,644 | $2,545+43.2% | $3,603+1.1% | $3,514+3.7% |
| Admin fee / account holder | $110 | $453-75.7% | $5,464-98.0% | $847-87.0% |