Filed August 11, 1992
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) | $20,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,344 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,259 | $64,457+12.1% | $111,392-35.1% | $55,725+29.7% |
| Participation rate | 90.9% | 79.7%+11.2pp | 78.9%+12.0pp | 70.9%+20.0pp |
| Annual return | -6.37% | -19.97%+13.6pp | -2.06%-4.3pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,135 | $3,956-46.0% | $4,328-50.7% | $2,078+2.7% |
| Participant deferral / active EE | $5,989 | $5,219+14.8% | $5,567+7.6% | $3,356+78.5% |
| Admin fee / account holder | $64 | $112-42.8% | $12,266-99.5% | $115-44.4% |