Filed May 20, 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,520 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $27,197 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$245,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,544 | $104,281-25.6% | $140,016-44.6% | $68,904+12.5% |
| Participation rate | 97.9% | 89.1%+8.7pp | 87.5%+10.4pp | 74.1%+23.7pp |
| Annual return | -5.02% | -1.33%-3.7pp | 651.12%-656.1pp | 1.07%-6.1pp |
| Employer contribution / active EE | $5,672 | $4,070+39.4% | $5,606+1.2% | $2,540+123.3% |
| Participant deferral / active EE | $7,475 | $6,129+22.0% | $6,927+7.9% | $4,015+86.2% |
| Admin fee / account holder | $67 | $79-15.1% | $10,705-99.4% | $71-6.2% |