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 | $228,476 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,653 |
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 | $68,435 | $105,190-34.9% | $98,907-30.8% | $90,288-24.2% |
| Participation rate | 87.6% | 86.4%+1.3pp | 76.0%+11.6pp | 73.4%+14.3pp |
| Annual return | 17.09% | 18.52%-1.4pp | 196.43%-179.3pp | 53.97%-36.9pp |
| Employer contribution / active EE | $2,596 | $3,831-32.2% | $2,689-3.4% | $2,524+2.9% |
| Participant deferral / active EE | $4,704 | $5,616-16.2% | $4,244+10.8% | $4,232+11.1% |
| Admin fee / account holder | $114 | $97+17.6% | $6,642-98.3% | $114+0.4% |