Filed December 19, 1997
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,244 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,206 |
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 | $60,907 | $65,263-6.7% | $90,223-32.5% | $55,191+10.4% |
| Participation rate | 97.7% | 79.0%+18.7pp | 79.0%+18.6pp | 69.2%+28.5pp |
| Annual return | 1.82% | 2.81%-1.0pp | 1.31%+0.5pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,370 | $4,153-42.9% | $4,378-45.9% | $1,899+24.8% |
| Participant deferral / active EE | $6,580 | $5,564+18.3% | $5,792+13.6% | $3,046+116.0% |
| Admin fee / account holder | $24 | $116-79.6% | $7,406-99.7% | $91-73.9% |