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 | $54,994 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,451 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,323 | $45,000-41.5% | $143,757-81.7% | $77,904-66.2% |
| Participation rate | 99.2% | 66.8%+32.4pp | 80.3%+18.9pp | 73.7%+25.5pp |
| Annual return | -15.28% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,102 | $1,870+12.5% | $4,951-57.5% | $2,848-26.2% |
| Participant deferral / active EE | $3,297 | $3,157+4.4% | $5,637-41.5% | $4,806-31.4% |
| Admin fee / account holder | $27 | $98-73.0% | $14,673-99.8% | $133-80.0% |