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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $262,886 |
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $148,166 |
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 | $158,951 | $118,101+34.6% | $106,387+49.4% | $75,289+111.1% |
| Participation rate | 97.5% | 81.4%+16.1pp | 77.5%+20.1pp | 72.4%+25.1pp |
| Annual return | -4.12% | -2.42%-1.7pp | 0.25%-4.4pp | -0.04%-4.1pp |
| Employer contribution / active EE | $4,482 | $2,880+55.6% | $3,520+27.3% | $2,405+86.3% |
| Participant deferral / active EE | $9,163 | $4,681+95.7% | $5,421+69.0% | $3,739+145.1% |
| Admin fee / account holder | $90 | $85+5.9% | $7,510-98.8% | $102-12.5% |