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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $236,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$89,308 |
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 | $293,980 | $96,900+203.4% | $111,392+163.9% | $75,289+290.5% |
| Participation rate | 97.2% | 85.9%+11.3pp | 78.9%+18.3pp | 72.4%+24.8pp |
| Annual return | -4.13% | 1.66%-5.8pp | -2.06%-2.1pp | -0.04%-4.1pp |
| Employer contribution / active EE | $10,749 | $5,520+94.7% | $4,328+148.4% | $2,405+346.9% |
| Participant deferral / active EE | $14,123 | $6,494+117.5% | $5,567+153.7% | $3,739+277.8% |
| Admin fee / account holder | $112 | $105+6.7% | $12,266-99.1% | $102+9.6% |