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 | $96,096 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,821 |
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 | $47,588 | $81,908-41.9% | $90,749-47.6% | $64,808-26.6% |
| Participation rate | 72.6% | 80.5%-7.8pp | 75.7%-3.1pp | 71.5%+1.2pp |
| Annual return | -15.49% | -12.53%-3.0pp | -12.16%-3.3pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,433 | $3,065-53.2% | $2,921-50.9% | $2,506-42.8% |
| Participant deferral / active EE | $2,523 | $4,840-47.9% | $4,564-44.7% | $4,310-41.5% |
| Admin fee / account holder | $121 | $157-23.0% | $8,445-98.6% | $188-35.5% |