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 | $477,179 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $298,736 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $229,033 |
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 | $86,847 | $84,149+3.2% | $129,995-33.2% | $103,482-16.1% |
| Participation rate | 95.2% | 81.0%+14.2pp | 78.5%+16.7pp | 73.3%+21.9pp |
| Annual return | 17.99% | 25.45%-7.5pp | -137.18%+155.2pp | 33.11%-15.1pp |
| Employer contribution / active EE | $2,206 | $2,687-17.9% | $4,320-48.9% | $3,208-31.2% |
| Participant deferral / active EE | $8,323 | $5,201+60.0% | $5,820+43.0% | $5,207+59.8% |
| Admin fee / account holder | $133 | $75+77.7% | $10,614-98.7% | $114+16.9% |