Filed April 1, 1999
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 | $16,887 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,884 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,437 | $48,064+0.8% | $78,778-38.5% | $69,631-30.4% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.2%+25.1pp | 70.7%+23.6pp |
| Annual return | 17.18% | 21.81%-4.6pp | 35.62%-18.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,920 | $2,079+88.5% | $2,958+32.5% | $3,224+21.6% |
| Admin fee / account holder | $74 | $152-51.1% | $5,134-98.6% | $110-32.7% |