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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,691 |
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 | $45,649 | $40,174+13.6% | $84,015-45.7% | $67,579-32.5% |
| Participation rate | 94.8% | 62.7%+32.1pp | 69.0%+25.8pp | 71.3%+23.6pp |
| Annual return | 27.22% | 25.82%+1.4pp | 71.31%-44.1pp | 378.56%-351.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,125 | $2,301+79.3% | $3,239+27.4% | $3,539+16.5% |
| Admin fee / account holder | $42 | $128-67.4% | $6,101-99.3% | $142-70.6% |