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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
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 | $201,146 | $51,045+294.1% | $70,515+185.3% | $71,457+181.5% |
| Participation rate | 99.6% | 59.4%+40.2pp | 68.3%+31.2pp | 67.9%+31.7pp |
| Annual return | 17.11% | 42.63%-25.5pp | 32.77%-15.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $7,580 | $1,790+323.4% | $2,973+154.9% | $2,588+193.0% |
| Participant deferral / active EE | $12,908 | $3,026+326.5% | $4,567+182.6% | $4,289+201.0% |
| Admin fee / account holder | $74 | $1,994-96.3% | $6,412-98.8% | $1,587-95.3% |