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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,720 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,323 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,793 | $94,621-3.0% | $138,135-33.5% | $73,409+25.0% |
| Participation rate | 98.1% | 83.4%+14.6pp | 78.7%+19.4pp | 72.2%+25.9pp |
| Annual return | 20.67% | 16.57%+4.1pp | 20.51%+0.2pp | 59.29%-38.6pp |
| Employer contribution / active EE | $2,301 | $4,410-47.8% | $5,587-58.8% | $2,234+3.0% |
| Participant deferral / active EE | $6,615 | $6,199+6.7% | $6,431+2.9% | $3,805+73.8% |
| Admin fee / account holder | $51 | $140-63.9% | $11,856-99.6% | $158-67.9% |