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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,581 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,381 | $64,286-18.5% | $90,951-42.4% | $73,409-28.6% |
| Participation rate | 97.8% | 63.6%+34.2pp | 69.0%+28.7pp | 72.2%+25.6pp |
| Annual return | 15.76% | 21.45%-5.7pp | 134.60%-118.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $101 | $895-88.7% | $2,122-95.2% | $2,234-95.5% |
| Participant deferral / active EE | $4,789 | $2,453+95.2% | $3,373+42.0% | $3,805+25.8% |
| Admin fee / account holder | $30 | $287-89.7% | $5,959-99.5% | $158-81.2% |