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 | $736,623 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $316,022 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $214,351 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,986 | $71,813-2.5% | $119,609-41.5% | $78,044-10.3% |
| Participation rate | 95.9% | 81.7%+14.2pp | 79.3%+16.6pp | 74.4%+21.4pp |
| Annual return | -25.28% | -13.80%-11.5pp | -14.97%-10.3pp | 10.87%-36.2pp |
| Employer contribution / active EE | $2,234 | $2,836-21.2% | $4,232-47.2% | $3,125-28.5% |
| Participant deferral / active EE | $8,219 | $4,953+65.9% | $5,602+46.7% | $5,084+61.7% |
| Admin fee / account holder | $149 | $81+84.2% | $10,323-98.6% | $79+88.3% |