Filed February 13, 2001
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $278,586 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,115 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,849 | $119,627-56.7% | $146,958-64.7% | $99,062-47.7% |
| Participation rate | 89.9% | 73.4%+16.5pp | 82.2%+7.8pp | 71.6%+18.3pp |
| Annual return | 16.51% | 28.82%-12.3pp | 418.34%-401.8pp | 17.66%-1.1pp |
| Employer contribution / active EE | $2,764 | $4,153-33.4% | $4,933-44.0% | $3,262-15.3% |
| Participant deferral / active EE | $4,003 | $7,997-49.9% | $8,070-50.4% | $5,331-24.9% |
| Admin fee / account holder | $54 | $150-64.1% | $12,998-99.6% | $109-50.7% |