Filed March 3, 1997
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 | $219,790 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $136,246 |
MERCER1 year Service code 17 · EIN 13-2834414 | Pension Consulting | $17,569 |
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 | $57,913 | $83,826-30.9% | $125,175-53.7% | $82,204-29.5% |
| Participation rate | 94.3% | 83.1%+11.2pp | 79.8%+14.5pp | 73.4%+20.9pp |
| Annual return | 25.11% | 22.78%+2.3pp | 43.79%-18.7pp | 26.31%-1.2pp |
| Employer contribution / active EE | $1,451 | $2,267-36.0% | $3,865-62.5% | $2,707-46.4% |
| Participant deferral / active EE | $4,871 | $4,293+13.5% | $4,937-1.3% | $4,246+14.7% |
| Admin fee / account holder | $38 | $74-48.6% | $9,702-99.6% | $76-49.5% |