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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,324 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,649 | $53,901+51.5% | $134,143-39.1% | $73,488+11.1% |
| Participation rate | 98.8% | 62.8%+36.0pp | 72.2%+26.6pp | 70.7%+28.1pp |
| Annual return | 18.60% | 15.82%+2.8pp | 36.33%-17.7pp | 28.51%-9.9pp |
| Employer contribution / active EE | $3,519 | $1,458+141.3% | $3,704-5.0% | $2,270+55.0% |
| Participant deferral / active EE | $5,023 | $2,739+83.4% | $3,499+43.6% | $3,740+34.3% |
| Admin fee / account holder | $81 | $581-86.0% | $6,684-98.8% | $513-84.1% |