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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,889 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $41,580 |
Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,818 |
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 | $130,005 | $176,491-26.3% | $95,952+35.5% | $90,288+44.0% |
| Participation rate | 97.1% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 19.09% | 20.14%-1.0pp | 91.61%-72.5pp | 53.97%-34.9pp |
| Employer contribution / active EE | $2,490 | $2,789-10.7% | $2,541-2.0% | $2,524-1.4% |
| Participant deferral / active EE | $9,508 | $5,340+78.1% | $4,167+128.2% | $4,232+124.7% |
| Admin fee / account holder | $38 | $154-75.6% | $6,795-99.4% | $114-67.1% |