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 | $47,872 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,201 |
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.
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 | $25,358 | $47,456-46.6% | $172,739-85.3% | $77,787-67.4% |
| Participation rate | 83.5% | 66.3%+17.2pp | 82.6%+0.8pp | 73.2%+10.3pp |
| Annual return | 6.33% | 35.57%-29.2pp | 802.84%-796.5pp | 32.57%-26.2pp |
| Employer contribution / active EE | $1,491 | $1,574-5.2% | $5,143-71.0% | $2,504-40.4% |
| Participant deferral / active EE | $2,188 | $2,560-14.5% | $5,198-57.9% | $3,967-44.8% |
| Admin fee / account holder | $26 | $81-67.8% | $13,954-99.8% | $100-74.0% |