Filed February 22, 2001
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,397 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,658 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,242 | $131,799-17.1% | $200,582-45.5% | $85,563+27.7% |
| Participation rate | 93.6% | 87.9%+5.6pp | 86.9%+6.7pp | 66.0%+27.6pp |
| Annual return | 18.27% | 21.59%-3.3pp | 42.33%-24.1pp | 31.51%-13.2pp |
| Employer contribution / active EE | $6,529 | $4,532+44.1% | $6,419+1.7% | $2,654+146.0% |
| Participant deferral / active EE | $4,738 | $7,702-38.5% | $9,331-49.2% | $4,375+8.3% |
| Admin fee / account holder | $88 | $235-62.7% | $16,305-99.5% | $834-89.5% |