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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,038 | $37,196+112.5% | $154,107-48.7% | $55,725+41.8% |
| Participation rate | 53.5% | 64.1%-10.6pp | 83.0%-29.6pp | 70.9%-17.4pp |
| Annual return | -6.51% | 1319.68%-1326.2pp | 735.12%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,503 | $1,614-6.9% | $5,298-71.6% | $2,078-27.7% |
| Participant deferral / active EE | $2,840 | $2,068+37.3% | $5,081-44.1% | $3,356-15.4% |
| Admin fee / account holder | $48 | $102-53.2% | $13,411-99.6% | $115-58.7% |