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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,213 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 16 · EIN 20-4284376 | Consulting | $32,754 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,244 |
Form 5500 reported that benefits due were not provided when due.
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 | $40,924 | $52,293-21.7% | $178,490-77.1% | $73,409-44.3% |
| Participation rate | 91.4% | 65.3%+26.0pp | 81.9%+9.4pp | 72.2%+19.2pp |
| Annual return | 16.22% | 34.75%-18.5pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,414 | $1,735+39.1% | $5,011-51.8% | $2,234+8.1% |
| Participant deferral / active EE | $3,421 | $2,332+46.7% | $5,202-34.2% | $3,805-10.1% |
| Admin fee / account holder | $152 | $127+19.1% | $13,984-98.9% | $158-3.9% |