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 | $153,888 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,452 |
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 | $57,541 | $134,045-57.1% | $80,019-28.1% | $75,289-23.6% |
| Participation rate | 75.4% | 85.8%-10.4pp | 75.8%-0.4pp | 72.4%+3.0pp |
| Annual return | -3.64% | -0.56%-3.1pp | 11.22%-14.9pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,069 | $3,492-40.8% | $2,468-16.2% | $2,405-14.0% |
| Participant deferral / active EE | $3,638 | $4,976-26.9% | $3,686-1.3% | $3,739-2.7% |
| Admin fee / account holder | $98 | $124-20.9% | $6,521-98.5% | $102-4.3% |