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 | $221,090 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,417 |
MERCER2 years Service code 17 · EIN 13-2834414 | Pension Consulting | $63,705 |
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 | $62,654 | $84,517-25.9% | $133,956-53.2% | $93,223-32.8% |
| Participation rate | 92.0% | 81.9%+10.2pp | 79.8%+12.2pp | 74.9%+17.1pp |
| Annual return | 14.91% | 16.66%-1.7pp | 45.09%-30.2pp | 19.29%-4.4pp |
| Employer contribution / active EE | $1,429 | $2,296-37.7% | $3,919-63.5% | $2,680-46.7% |
| Participant deferral / active EE | $4,851 | $4,286+13.2% | $5,048-3.9% | $4,563+6.3% |
| Admin fee / account holder | $68 | $66+2.8% | $8,927-99.2% | $79-14.2% |