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 | $51,711 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,768 |
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 | $62,181 | $75,284-17.4% | $91,001-31.7% | $69,631-10.7% |
| Participation rate | 83.0% | 80.4%+2.6pp | 75.6%+7.4pp | 70.7%+12.3pp |
| Annual return | 17.01% | 48.40%-31.4pp | 4.60%+12.4pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,717 | $2,473-30.6% | $2,456-30.1% | $2,032-15.5% |
| Participant deferral / active EE | $2,961 | $3,700-20.0% | $3,547-16.5% | $3,224-8.1% |
| Admin fee / account holder | $96 | $111-13.5% | $5,417-98.2% | $110-13.4% |