Filed February 11, 1
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,973 |
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $164,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,929 | $117,734+48.6% | $115,752+51.1% | $77,958+124.4% |
| Participation rate | 96.7% | 82.0%+14.6pp | 77.8%+18.9pp | 71.6%+25.0pp |
| Annual return | 16.21% | 17.65%-1.4pp | 19.41%-3.2pp | 20.87%-4.7pp |
| Employer contribution / active EE | $4,121 | $2,736+50.6% | $3,492+18.0% | $2,310+78.4% |
| Participant deferral / active EE | $8,297 | $4,435+87.1% | $5,204+59.5% | $3,537+134.6% |
| Admin fee / account holder | $77 | $75+2.9% | $6,278-98.8% | $97-20.8% |