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 | $93,299 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,485 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,638 | $92,055-30.9% | $106,213-40.1% | $77,643-18.0% |
| Participation rate | 72.4% | 81.0%-8.6pp | 75.3%-2.9pp | 70.6%+1.9pp |
| Annual return | 12.76% | 17.91%-5.1pp | 116.14%-103.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,842 | $3,367-45.3% | $3,171-41.9% | $2,726-32.4% |
| Participant deferral / active EE | $3,108 | $5,386-42.3% | $5,016-38.0% | $4,647-33.1% |
| Admin fee / account holder | $131 | $219-40.4% | $11,033-98.8% | $430-69.7% |