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 | $88,254 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $41,800 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,280 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,878 | $47,126-4.8% | $149,673-70.0% | $74,419-39.7% |
| Participation rate | 92.8% | 63.4%+29.4pp | 78.8%+14.0pp | 70.7%+22.0pp |
| Annual return | 20.50% | 22.75%-2.2pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,678 | $1,905+40.5% | $4,818-44.4% | $2,637+1.5% |
| Participant deferral / active EE | $4,195 | $2,728+53.8% | $5,680-26.1% | $4,528-7.4% |
| Admin fee / account holder | $144 | $343-58.1% | $13,210-98.9% | $348-58.7% |