Filed September 30, 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,925 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,426 |
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 | $51,099 | $36,916+38.4% | $156,549-67.4% | $57,658-11.4% |
| Participation rate | 84.9% | 63.4%+21.5pp | 84.0%+0.9pp | 70.2%+14.7pp |
| Annual return | 10.33% | 12.38%-2.1pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $8,010 | $1,571+410.0% | $5,501+45.6% | $1,974+305.8% |
| Participant deferral / active EE | $15,081 | $1,926+683.2% | $4,871+209.6% | $3,061+392.7% |
| Admin fee / account holder | $15 | $82-82.2% | $13,027-99.9% | $95-84.5% |