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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,245 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $224,839 | $60,776+269.9% | $85,682+162.4% | $79,386+183.2% |
| Participation rate | 99.1% | 62.1%+37.0pp | 69.9%+29.3pp | 70.7%+28.4pp |
| Annual return | 14.95% | 16.57%-1.6pp | 21.49%-6.5pp | 116.85%-101.9pp |
| Employer contribution / active EE | $6,482 | $1,663+289.7% | $2,618+147.6% | $2,427+167.0% |
| Participant deferral / active EE | $11,447 | $2,919+292.2% | $3,923+191.8% | $4,046+182.9% |
| Admin fee / account holder | $98 | $438-77.7% | $6,873-98.6% | $626-84.4% |