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 | $766,649 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $360,262 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $284,929 |
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 | $67,784 | $86,580-21.7% | $146,665-53.8% | $101,517-33.2% |
| Participation rate | 93.8% | 80.7%+13.0pp | 80.1%+13.7pp | 74.6%+19.2pp |
| Annual return | 17.38% | 30.94%-13.6pp | 22.74%-5.4pp | 21.00%-3.6pp |
| Employer contribution / active EE | $1,545 | $2,512-38.5% | $4,136-62.6% | $2,973-48.0% |
| Participant deferral / active EE | $5,422 | $4,413+22.8% | $5,506-1.5% | $4,873+11.3% |
| Admin fee / account holder | $126 | $71+75.9% | $10,280-98.8% | $139-9.9% |