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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $224,695 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $37,789 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$276,400 |
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 | $115,843 | $122,602-5.5% | $177,821-34.9% | $93,223+24.3% |
| Participation rate | 97.3% | 91.3%+6.0pp | 87.7%+9.5pp | 74.9%+22.4pp |
| Annual return | 22.13% | 22.53%-0.4pp | 48.32%-26.2pp | 19.29%+2.8pp |
| Employer contribution / active EE | $6,402 | $4,338+47.6% | $5,918+8.2% | $2,680+138.9% |
| Participant deferral / active EE | $8,524 | $7,134+19.5% | $7,714+10.5% | $4,563+86.8% |
| Admin fee / account holder | $71 | $62+16.0% | $12,427-99.4% | $79-9.8% |