Filed June 6, 1991
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 | $291,235 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,952 | $89,497-57.6% | $70,092-45.9% | $78,044-51.4% |
| Participation rate | 42.5% | 79.9%-37.4pp | 70.5%-27.9pp | 74.4%-31.9pp |
| Annual return | -15.17% | -12.39%-2.8pp | 190.73%-205.9pp | 10.87%-26.0pp |
| Employer contribution / active EE | $1,196 | $3,152-62.1% | $2,559-53.3% | $3,125-61.7% |
| Participant deferral / active EE | $2,185 | $4,564-52.1% | $3,849-43.2% | $5,084-57.0% |
| Admin fee / account holder | $105 | $78+35.2% | $6,267-98.3% | $79+33.2% |