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 | $202,644 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,924 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,375 | $96,403-42.6% | $93,606-40.8% | $77,787-28.8% |
| Participation rate | 86.8% | 87.6%-0.8pp | 75.8%+11.0pp | 73.2%+13.6pp |
| Annual return | 27.29% | 39.36%-12.1pp | 32.76%-5.5pp | 32.57%-5.3pp |
| Employer contribution / active EE | $2,084 | $3,616-42.3% | $2,718-23.3% | $2,504-16.8% |
| Participant deferral / active EE | $3,681 | $5,341-31.1% | $4,069-9.5% | $3,967-7.2% |
| Admin fee / account holder | $95 | $90+5.7% | $7,888-98.8% | $100-5.4% |