Filed September 5, 2003 (most recent of 3 filings on file)
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
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 | $74,492 | $61,214+21.7% | $83,333-10.6% | $56,287+32.3% |
| Participation rate | 94.3% | 72.6%+21.7pp | 77.8%+16.5pp | 69.9%+24.5pp |
| Annual return | -3.69% | 0.42%-4.1pp | 10.63%-14.3pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,181 | $5,091-37.5% | $5,565-42.8% | $3,350-5.0% |
| Admin fee / account holder | $45 | $512-91.2% | $7,510-99.4% | $521-91.3% |