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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,879 |
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 | $45,471 | $35,485+28.1% | $74,550-39.0% | $55,725-18.4% |
| Participation rate | 85.4% | 62.5%+22.9pp | 69.1%+16.3pp | 70.9%+14.5pp |
| Annual return | -6.14% | 0.72%-6.9pp | 32.53%-38.7pp | 244.93%-251.1pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,768 | $2,181+72.8% | $3,108+21.2% | $3,356+12.3% |
| Admin fee / account holder | $53 | $114-53.5% | $5,060-99.0% | $115-53.9% |