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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $252,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,354 |
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 | $769,262 | $74,462+933.1% | $81,983+838.3% | $90,288+752.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.2%+30.7pp | 73.4%+26.6pp |
| Annual return | 14.78% | 17.56%-2.8pp | 41.31%-26.5pp | 53.97%-39.2pp |
| Employer contribution / active EE | $25,142 | $2,334+977.0% | $2,498+906.5% | $2,524+896.1% |
| Participant deferral / active EE | $22,940 | $3,602+536.8% | $3,722+516.3% | $4,232+442.0% |
| Admin fee / account holder | $58 | $98-40.8% | $5,664-99.0% | $114-49.2% |