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 | $118,037 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,209 |
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 | $57,990 | $105,190-44.9% | $98,907-41.4% | $90,288-35.8% |
| Participation rate | 80.3% | 86.4%-6.0pp | 76.0%+4.3pp | 73.4%+7.0pp |
| Annual return | 15.16% | 18.52%-3.4pp | 196.43%-181.3pp | 53.97%-38.8pp |
| Employer contribution / active EE | $1,785 | $3,831-53.4% | $2,689-33.6% | $2,524-29.3% |
| Participant deferral / active EE | $2,825 | $5,616-49.7% | $4,244-33.4% | $4,232-33.3% |
| Admin fee / account holder | $131 | $97+34.6% | $6,642-98.0% | $114+14.9% |