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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,512 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,732 |
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 | $74,105 | $51,288+44.5% | $81,983-9.6% | $73,409+0.9% |
| Participation rate | 92.8% | 64.0%+28.8pp | 69.2%+23.5pp | 72.2%+20.6pp |
| Annual return | 15.23% | 29.48%-14.3pp | 41.31%-26.1pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,470 | $1,487+66.1% | $2,498-1.1% | $2,234+10.6% |
| Participant deferral / active EE | $4,567 | $2,715+68.2% | $3,722+22.7% | $3,805+20.0% |
| Admin fee / account holder | $13 | $125-89.8% | $5,664-99.8% | $158-91.9% |