Filed March 11, 1
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 | $126,331 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,461 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,182 | $90,410-31.2% | $91,001-31.7% | $77,958-20.2% |
| Participation rate | 90.9% | 86.4%+4.5pp | 75.6%+15.3pp | 71.6%+19.2pp |
| Annual return | 19.75% | 21.34%-1.6pp | 4.60%+15.1pp | 20.87%-1.1pp |
| Employer contribution / active EE | $2,510 | $3,392-26.0% | $2,456+2.2% | $2,310+8.6% |
| Participant deferral / active EE | $4,195 | $4,816-12.9% | $3,547+18.3% | $3,537+18.6% |
| Admin fee / account holder | $81 | $79+2.7% | $5,417-98.5% | $97-16.8% |