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 | $180,302 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,674 | $114,195-30.2% | $106,548-25.2% | $93,030-14.4% |
| Participation rate | 81.1% | 86.4%-5.3pp | 76.1%+4.9pp | 73.9%+7.2pp |
| Annual return | 14.79% | 22.18%-7.4pp | 26.80%-12.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,144 | $4,009-46.5% | $2,819-24.0% | $2,706-20.8% |
| Participant deferral / active EE | $4,584 | $5,908-22.4% | $4,398+4.2% | $4,562+0.5% |
| Admin fee / account holder | $102 | $105-2.5% | $7,407-98.6% | $152-32.7% |