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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,278 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,181 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $23,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $107,430 | $84,784+26.7% | $98,439+9.1% | $74,419+44.4% |
| Participation rate | 95.9% | 81.5%+14.3pp | 75.2%+20.7pp | 70.7%+25.1pp |
| Annual return | 19.43% | 20.59%-1.2pp | 21.16%-1.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,558 | $3,364-53.7% | $3,048-48.9% | $2,637-40.9% |
| Participant deferral / active EE | $5,298 | $5,218+1.5% | $4,738+11.8% | $4,528+17.0% |
| Admin fee / account holder | $154 | $204-24.6% | $8,948-98.3% | $348-55.7% |