Filed April 21, 1995 (most recent of 2 filings on file)
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) | $31,869 |
BKD, LLP6+ years Filed as: DIXON HUGHES Service code 10 · EIN 56-0747981 | Accounting | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,203 | $85,135+16.5% | $98,907+0.3% | $73,409+35.1% |
| Participation rate | 95.2% | 81.1%+14.1pp | 76.0%+19.2pp | 72.2%+23.0pp |
| Annual return | 18.98% | 19.14%-0.2pp | 196.43%-177.4pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,436 | $2,721-47.2% | $2,689-46.6% | $2,234-35.7% |
| Participant deferral / active EE | $4,604 | $4,349+5.9% | $4,244+8.5% | $3,805+21.0% |
| Admin fee / account holder | $71 | $139-48.9% | $6,642-98.9% | $158-54.9% |