Filed April 24, 1992
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,003 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,400 | $36,916+131.3% | $156,549-45.4% | $57,658+48.1% |
| Participation rate | 51.5% | 63.4%-11.9pp | 84.0%-32.5pp | 70.2%-18.7pp |
| Annual return | 7.68% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,471 | $1,571-6.3% | $5,501-73.3% | $1,974-25.5% |
| Participant deferral / active EE | $2,756 | $1,926+43.1% | $4,871-43.4% | $3,061-10.0% |
| Admin fee / account holder | $33 | $82-60.0% | $13,027-99.7% | $95-65.1% |