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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,631 |
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 | $82,957 | $72,658+14.2% | $127,761-35.1% | $67,579+22.8% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.0%+18.2pp | 71.3%+25.9pp |
| Annual return | 24.51% | 26.49%-2.0pp | 26.14%-1.6pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,224 | $3,988-44.2% | $4,574-51.4% | $2,148+3.6% |
| Participant deferral / active EE | $6,334 | $5,383+17.7% | $6,021+5.2% | $3,539+79.0% |
| Admin fee / account holder | $45 | $127-64.7% | $9,395-99.5% | $142-68.5% |