Filed October 19, 1992
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) | $49,698 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $168,324 | $46,423+262.6% | $75,886+121.8% | $67,579+149.1% |
| Participation rate | 99.6% | 63.1%+36.5pp | 69.3%+30.3pp | 71.3%+28.3pp |
| Annual return | 22.68% | 32.29%-9.6pp | 30.76%-8.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $6,286 | $1,406+347.0% | $2,500+151.4% | $2,148+192.7% |
| Participant deferral / active EE | $10,461 | $2,564+308.0% | $3,603+190.4% | $3,539+195.6% |
| Admin fee / account holder | $163 | $132+23.6% | $5,418-97.0% | $142+14.5% |