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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,119 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,369 |
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 | $233,684 | $55,416+321.7% | $75,972+207.6% | $77,643+201.0% |
| Participation rate | 98.0% | 63.6%+34.5pp | 69.1%+29.0pp | 70.6%+27.5pp |
| Annual return | 15.36% | 17.07%-1.7pp | 359.55%-344.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $7,685 | $1,788+329.9% | $2,685+186.2% | $2,726+181.9% |
| Participant deferral / active EE | $12,475 | $3,447+261.9% | $4,255+193.1% | $4,647+168.4% |
| Admin fee / account holder | $80 | $414-80.6% | $6,467-98.8% | $430-81.4% |