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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,111 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,251 | $46,292+84.2% | $143,757-40.7% | $64,808+31.5% |
| Participation rate | 48.5% | 64.2%-15.7pp | 80.3%-31.8pp | 71.5%-22.9pp |
| Annual return | -14.86% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,419 | $1,910-25.7% | $4,951-71.3% | $2,506-43.4% |
| Participant deferral / active EE | $2,766 | $2,646+4.6% | $5,637-50.9% | $4,310-35.8% |
| Admin fee / account holder | -$6 | $154-103.9% | $14,673-100.0% | $188-103.2% |