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 | $262,161 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,374 | $93,283-51.4% | $77,163-41.2% | $103,482-56.2% |
| Participation rate | 39.8% | 79.3%-39.4pp | 69.6%-29.7pp | 73.3%-33.4pp |
| Annual return | 19.55% | 17.40%+2.2pp | 37.87%-18.3pp | 33.11%-13.6pp |
| Employer contribution / active EE | $1,124 | $3,170-64.5% | $2,535-55.6% | $3,208-64.9% |
| Participant deferral / active EE | $2,100 | $4,624-54.6% | $3,833-45.2% | $5,207-59.7% |
| Admin fee / account holder | $94 | $78+19.9% | $5,472-98.3% | $114-17.6% |