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 | $49,542 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,865 |
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 | $25,461 | $56,095-54.6% | $178,490-85.7% | $90,288-71.8% |
| Participation rate | 94.8% | 65.6%+29.2pp | 81.9%+12.8pp | 73.4%+21.4pp |
| Annual return | 6.16% | 28.81%-22.7pp | 151.07%-144.9pp | 53.97%-47.8pp |
| Employer contribution / active EE | $1,738 | $1,572+10.5% | $5,011-65.3% | $2,524-31.1% |
| Participant deferral / active EE | $2,611 | $2,669-2.2% | $5,202-49.8% | $4,232-38.3% |
| Admin fee / account holder | $28 | $101-71.7% | $13,984-99.8% | $114-75.1% |