Filed February 28, 1994
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,185 | $78,852+20.7% | $76,768+24.0% | $75,289+26.4% |
| Participation rate | 96.5% | 85.0%+11.5pp | 77.0%+19.5pp | 72.4%+24.1pp |
| Annual return | -4.86% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,112 | $2,794-24.4% | $2,485-15.0% | $2,405-12.2% |
| Participant deferral / active EE | $8,418 | $4,800+75.4% | $3,852+118.6% | $3,739+125.2% |
| Admin fee / account holder | $15 | $79-80.9% | $6,675-99.8% | $102-85.3% |