Filed June 23, 1999
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 | $54,173 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,369 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,991 | $46,423+44.3% | $75,886-11.7% | $67,579-0.9% |
| Participation rate | 95.1% | 63.1%+32.0pp | 69.3%+25.8pp | 71.3%+23.8pp |
| Annual return | 33.76% | 32.29%+1.5pp | 30.76%+3.0pp | 378.56%-344.8pp |
| Employer contribution / active EE | $2,029 | $1,406+44.3% | $2,500-18.8% | $2,148-5.5% |
| Participant deferral / active EE | $4,045 | $2,564+57.7% | $3,603+12.3% | $3,539+14.3% |
| Admin fee / account holder | $55 | $132-58.2% | $5,418-99.0% | $142-61.3% |