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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $363,662 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,840 |
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 | $632,977 | $84,572+648.4% | $68,791+820.1% | $78,044+711.1% |
| Participation rate | 99.9% | 73.3%+26.6pp | 69.0%+30.9pp | 74.4%+25.5pp |
| Annual return | -14.95% | -13.88%-1.1pp | -6.38%-8.6pp | 10.87%-25.8pp |
| Employer contribution / active EE | $23,679 | $3,358+605.1% | $2,655+791.8% | $3,125+657.8% |
| Participant deferral / active EE | $22,504 | $4,666+382.3% | $3,941+471.0% | $5,084+342.6% |
| Admin fee / account holder | $0 | $90-100.0% | $4,932-100.0% | $79-100.0% |