Filed January 28, 2002 (most recent of 3 filings on file)
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,252 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,142 | $42,810+171.3% | $169,463-31.5% | $55,725+108.4% |
| Participation rate | 75.9% | 64.7%+11.1pp | 77.8%-1.9pp | 70.9%+5.0pp |
| Annual return | -1.31% | -3.61%+2.3pp | 1.83%-3.1pp | 244.93%-246.2pp |
| Employer contribution / active EE | $3,794 | $1,402+170.6% | $4,159-8.8% | $2,078+82.5% |
| Participant deferral / active EE | $8,596 | $3,141+173.6% | $5,277+62.9% | $3,356+156.2% |
| Admin fee / account holder | $13 | $106-87.8% | $9,109-99.9% | $115-88.7% |