Filed August 3, 1998
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) | $223,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$162,326 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,972 | $102,255+210.0% | $118,746+166.9% | $77,958+306.6% |
| Participation rate | 96.2% | 84.8%+11.4pp | 78.3%+18.0pp | 71.6%+24.6pp |
| Annual return | 17.34% | 65.05%-47.7pp | 24.54%-7.2pp | 20.87%-3.5pp |
| Employer contribution / active EE | $10,801 | $4,931+119.0% | $4,193+157.6% | $2,310+367.5% |
| Participant deferral / active EE | $14,537 | $5,974+143.3% | $5,332+172.6% | $3,537+311.1% |
| Admin fee / account holder | $45 | $79-42.6% | $10,720-99.6% | $97-53.4% |