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 | $92,662 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,266 |
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 | $55,020 | $84,784-35.1% | $98,439-44.1% | $74,419-26.1% |
| Participation rate | 88.5% | 81.5%+6.9pp | 75.2%+13.3pp | 70.7%+17.7pp |
| Annual return | 16.97% | 20.59%-3.6pp | 21.16%-4.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,149 | $3,364-36.1% | $3,048-29.5% | $2,637-18.5% |
| Participant deferral / active EE | $3,337 | $5,218-36.1% | $4,738-29.6% | $4,528-26.3% |
| Admin fee / account holder | $123 | $204-39.7% | $8,948-98.6% | $348-64.5% |