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 | $55,150 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,266 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $26,048 | $45,382-42.6% | $154,107-83.1% | $75,289-65.4% |
| Participation rate | 82.8% | 65.9%+16.9pp | 83.0%-0.2pp | 72.4%+10.4pp |
| Annual return | 10.33% | -0.47%+10.8pp | 735.12%-724.8pp | -0.04%+10.4pp |
| Employer contribution / active EE | $1,464 | $1,533-4.5% | $5,298-72.4% | $2,405-39.1% |
| Participant deferral / active EE | $2,116 | $2,384-11.3% | $5,081-58.4% | $3,739-43.4% |
| Admin fee / account holder | $30 | $89-66.7% | $13,411-99.8% | $102-71.0% |