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 | $104,554 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,389 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,124 | $93,131-33.3% | $106,548-41.7% | $86,799-28.4% |
| Participation rate | 88.8% | 81.4%+7.4pp | 76.1%+12.7pp | 72.3%+16.6pp |
| Annual return | 12.00% | 19.45%-7.5pp | 26.80%-14.8pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,047 | $2,895-29.3% | $2,819-27.4% | $2,405-14.9% |
| Participant deferral / active EE | $3,303 | $4,708-29.8% | $4,398-24.9% | $4,131-20.0% |
| Admin fee / account holder | $135 | $145-6.8% | $7,407-98.2% | $170-20.3% |