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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,869 |
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 | $58,656 | $45,602+28.6% | $117,472-50.1% | $66,914-12.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -17.58% | -16.74%-0.8pp | 29.74%-47.3pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,436 | $1,579+54.3% | $4,176-41.7% | $2,544-4.3% |
| Participant deferral / active EE | $3,965 | $2,845+39.4% | $4,070-2.6% | $4,237-6.4% |
| Admin fee / account holder | $108 | $661-83.6% | $5,645-98.1% | $593-81.8% |