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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,879 |
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 | $122,043 | $105,247+16.0% | $87,100+40.1% | $77,787+56.9% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+20.0pp | 73.2%+23.6pp |
| Annual return | 39.53% | 24.52%+15.0pp | 28.19%+11.3pp | 32.57%+7.0pp |
| Employer contribution / active EE | $2,240 | $2,895-22.6% | $2,521-11.2% | $2,504-10.6% |
| Participant deferral / active EE | $9,058 | $5,060+79.0% | $4,049+123.7% | $3,967+128.3% |
| Admin fee / account holder | $22 | $104-78.6% | $7,497-99.7% | $100-77.7% |