Filed February 14, 1996
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 16 · EIN 59-3331424 | Consulting | $10,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,044 |
Service code 10 · EIN 46-0657947 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,633 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,719 | $46,966+180.5% | $185,117-28.8% | $69,631+89.2% |
| Participation rate | 88.0% | 65.3%+22.8pp | 77.3%+10.8pp | 70.7%+17.3pp |
| Annual return | 16.08% | 22.36%-6.3pp | 40.50%-24.4pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $4,804 | $1,360+253.1% | $4,182+14.9% | $2,032+136.4% |
| Participant deferral / active EE | $6,196 | $3,017+105.4% | $5,045+22.8% | $3,224+92.2% |
| Admin fee / account holder | $34 | $94-63.7% | $8,159-99.6% | $110-69.2% |