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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,778 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$148,733 |
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 | $96,730 | $110,760-12.7% | $162,163-40.4% | $82,204+17.7% |
| Participation rate | 98.9% | 92.7%+6.3pp | 87.6%+11.4pp | 73.4%+25.5pp |
| Annual return | 24.08% | 22.97%+1.1pp | 115.59%-91.5pp | 26.31%-2.2pp |
| Employer contribution / active EE | $5,157 | $4,437+16.2% | $5,614-8.1% | $2,707+90.5% |
| Participant deferral / active EE | $8,173 | $6,652+22.9% | $7,298+12.0% | $4,246+92.5% |
| Admin fee / account holder | $70 | $65+7.8% | $10,843-99.4% | $76-7.1% |