Filed April 19, 2005 (most recent of 2 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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,737 |
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 | $109,521 | $98,982+10.6% | $162,163-32.5% | $65,185+68.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.30% | 24.84%-2.5pp | 115.59%-93.3pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,855 | $3,467-17.6% | $5,614-49.1% | $2,177+31.2% |
| Participant deferral / active EE | $4,715 | $5,384-12.4% | $7,298-35.4% | $3,514+34.2% |
| Admin fee / account holder | $55 | $596-90.8% | $10,843-99.5% | $847-93.5% |