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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,822 | $52,293+87.1% | $178,490-45.2% | $73,409+33.3% |
| Participation rate | 42.4% | 65.3%-22.9pp | 81.9%-39.5pp | 72.2%-29.8pp |
| Annual return | 20.40% | 34.75%-14.3pp | 151.07%-130.7pp | 59.29%-38.9pp |
| Employer contribution / active EE | $1,122 | $1,735-35.4% | $5,011-77.6% | $2,234-49.8% |
| Participant deferral / active EE | $2,151 | $2,332-7.8% | $5,202-58.7% | $3,805-43.5% |
| Admin fee / account holder | $36 | $127-72.0% | $13,984-99.7% | $158-77.4% |