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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,587 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,061 | $63,442+183.8% | $68,791+161.7% | $66,914+169.1% |
| Participation rate | 97.1% | 60.0%+37.2pp | 69.0%+28.1pp | 69.8%+27.3pp |
| Annual return | -16.28% | -8.29%-8.0pp | -6.38%-9.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $7,188 | $1,775+305.0% | $2,655+170.7% | $2,544+182.5% |
| Participant deferral / active EE | $11,815 | $2,945+301.3% | $3,941+199.8% | $4,237+178.9% |
| Admin fee / account holder | $77 | $577-86.6% | $4,932-98.4% | $593-87.0% |