Filed December 30, 1997
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,353 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,749 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,811 | $37,213-41.4% | $156,549-86.1% | $63,975-65.9% |
| Participation rate | 73.9% | 65.0%+9.0pp | 84.0%-10.1pp | 71.1%+2.8pp |
| Annual return | -1.22% | 47.89%-49.1pp | 32.23%-33.5pp | 48.65%-49.9pp |
| Employer contribution / active EE | $1,047 | $1,357-22.8% | $5,501-81.0% | $2,182-52.0% |
| Participant deferral / active EE | $1,483 | $2,070-28.4% | $4,871-69.6% | $3,356-55.8% |
| Admin fee / account holder | $23 | $56-59.2% | $13,027-99.8% | $70-67.4% |