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 | $51,596 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,561 |
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 | $24,984 | $44,989-44.5% | $170,442-85.3% | $77,958-68.0% |
| Participation rate | 83.9% | 64.6%+19.3pp | 83.6%+0.3pp | 71.6%+12.2pp |
| Annual return | 12.95% | 19.61%-6.7pp | 205.93%-193.0pp | 20.87%-7.9pp |
| Employer contribution / active EE | $1,373 | $1,466-6.4% | $5,433-74.7% | $2,310-40.6% |
| Participant deferral / active EE | $1,926 | $2,208-12.8% | $4,939-61.0% | $3,537-45.5% |
| Admin fee / account holder | $27 | $69-60.5% | $13,880-99.8% | $97-72.0% |