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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,264 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,738 | $55,636+262.6% | $81,983+146.1% | $73,488+174.5% |
| Participation rate | 98.2% | 62.3%+36.0pp | 69.2%+29.0pp | 70.7%+27.6pp |
| Annual return | 16.09% | 19.07%-3.0pp | 41.31%-25.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $6,367 | $1,625+292.0% | $2,498+154.9% | $2,270+180.5% |
| Participant deferral / active EE | $11,236 | $2,762+306.8% | $3,722+201.9% | $3,740+200.5% |
| Admin fee / account holder | $154 | $493-68.8% | $5,664-97.3% | $513-70.0% |