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 | $189,949 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,825 |
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 | $75,167 | $104,631-28.2% | $98,439-23.6% | $80,160-6.2% |
| Participation rate | 94.4% | 87.5%+6.9pp | 75.2%+19.2pp | 72.9%+21.5pp |
| Annual return | 17.37% | 34.72%-17.4pp | 21.16%-3.8pp | 40.38%-23.0pp |
| Employer contribution / active EE | $3,217 | $4,517-28.8% | $3,048+5.5% | $2,978+8.0% |
| Participant deferral / active EE | $6,565 | $6,545+0.3% | $4,738+38.6% | $5,017+30.9% |
| Admin fee / account holder | $113 | $105+8.1% | $8,948-98.7% | $145-21.8% |