Filed May 23, 1
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) | $15,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,826 |
KKDLY LLC1 year Service code 16 · EIN 99-0292355 | Consulting | $7,644 |
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 | $58,463 | $52,293+11.8% | $178,490-67.2% | $73,409-20.4% |
| Participation rate | 93.1% | 65.3%+27.7pp | 81.9%+11.1pp | 72.2%+20.9pp |
| Annual return | 16.93% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,630 | $1,735-6.1% | $5,011-67.5% | $2,234-27.0% |
| Participant deferral / active EE | $5,358 | $2,332+129.7% | $5,202+3.0% | $3,805+40.8% |
| Admin fee / account holder | $78 | $127-38.4% | $13,984-99.4% | $158-50.3% |