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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $73,423 |
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 | $686,518 | $67,598+915.6% | $75,886+804.7% | $77,787+782.6% |
| Participation rate | 99.7% | 69.6%+30.1pp | 69.3%+30.4pp | 73.2%+26.4pp |
| Annual return | 21.59% | 23.18%-1.6pp | 30.76%-9.2pp | 32.57%-11.0pp |
| Employer contribution / active EE | $24,544 | $2,430+910.1% | $2,500+881.6% | $2,504+880.0% |
| Participant deferral / active EE | $20,876 | $3,502+496.2% | $3,603+479.4% | $3,967+426.2% |
| Admin fee / account holder | $36 | $96-62.5% | $5,418-99.3% | $100-63.9% |