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 | $169,952 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,124 |
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 | $57,957 | $136,266-57.5% | $90,749-36.1% | $77,904-25.6% |
| Participation rate | 81.8% | 86.6%-4.9pp | 75.7%+6.1pp | 73.7%+8.1pp |
| Annual return | -16.63% | -11.32%-5.3pp | -12.16%-4.5pp | 12.21%-28.8pp |
| Employer contribution / active EE | $2,020 | $4,215-52.1% | $2,921-30.8% | $2,848-29.1% |
| Participant deferral / active EE | $4,308 | $6,353-32.2% | $4,564-5.6% | $4,806-10.4% |
| Admin fee / account holder | $87 | $399-78.2% | $8,445-99.0% | $133-34.5% |