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 | $42,119 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,278 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT, INC Service code 16 · EIN 14-1884337 | Consulting | $5,000 |
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 | $55,191 | $42,353+30.3% | $79,550-30.6% | $64,808-14.8% |
| Participation rate | 91.9% | 64.8%+27.1pp | 69.5%+22.4pp | 71.5%+20.4pp |
| Annual return | -17.93% | -12.24%-5.7pp | 0.16%-18.1pp | 32.82%-50.7pp |
| Employer contribution / active EE | $130 | $1,181-89.0% | $2,413-94.6% | $2,506-94.8% |
| Participant deferral / active EE | $6,053 | $3,170+90.9% | $3,985+51.9% | $4,310+40.4% |
| Admin fee / account holder | $138 | $160-13.2% | $6,832-98.0% | $188-26.3% |