Filed June 18, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $507,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,881 |
ALIGHT SOLUTIONS LLC1 year Service code 13 · EIN 36-2235791 | Contract Administrator | $9,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $851,835 | $96,188+785.6% | $76,002+1020.8% | $99,061+759.9% |
| Participation rate | 99.8% | 72.7%+27.1pp | 69.1%+30.7pp | 71.6%+28.1pp |
| Annual return | 14.34% | 16.48%-2.1pp | 360.07%-345.7pp | 17.66%-3.3pp |
| Employer contribution / active EE | $25,949 | $3,167+719.3% | $2,688+865.3% | $3,261+695.8% |
| Participant deferral / active EE | $25,345 | $4,842+423.4% | $4,257+495.4% | $5,331+375.4% |
| Admin fee / account holder | $85 | $87-3.2% | $6,414-98.7% | $109-22.4% |