Filed January 22, 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 |
|---|---|---|
BANNER HEALTH1 year Filed as: BANNER INVESTMENT CONSULTANTS Service code 16 · EIN 68-0513419 | Consulting | $27,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,200 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,773 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 91-1180810 | Advisory (Plan) | $7,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $27,367 | $37,196-26.4% | $154,107-82.2% | $55,725-50.9% |
| Participation rate | 86.2% | 64.1%+22.1pp | 83.0%+3.2pp | 70.9%+15.4pp |
| Annual return | -5.65% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,778 | $1,614+10.1% | $5,298-66.4% | $2,078-14.5% |
| Participant deferral / active EE | $2,652 | $2,068+28.2% | $5,081-47.8% | $3,356-21.0% |
| Admin fee / account holder | $71 | $102-29.8% | $13,411-99.5% | $115-38.1% |