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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,046 |
BKD, LLP7+ years Filed as: DIXON HUGHES Service code 10 · EIN 56-0747981 | Accounting | $22,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,250 |
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 | $111,255 | $93,131+19.5% | $106,548+4.4% | $86,799+28.2% |
| Participation rate | 95.8% | 81.4%+14.4pp | 76.1%+19.7pp | 72.3%+23.5pp |
| Annual return | 15.53% | 19.45%-3.9pp | 26.80%-11.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,454 | $2,895-49.8% | $2,819-48.4% | $2,405-39.5% |
| Participant deferral / active EE | $5,116 | $4,708+8.7% | $4,398+16.3% | $4,131+23.8% |
| Admin fee / account holder | $64 | $145-56.1% | $7,407-99.1% | $170-62.4% |