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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,793 |
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 | $123,690 | $136,307-9.3% | $177,821-30.4% | $73,488+68.3% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.7%+9.3pp | 70.7%+26.3pp |
| Annual return | 13.20% | 18.68%-5.5pp | 48.32%-35.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $3,007 | $3,712-19.0% | $5,918-49.2% | $2,270+32.5% |
| Participant deferral / active EE | $5,141 | $5,829-11.8% | $7,714-33.3% | $3,740+37.5% |
| Admin fee / account holder | $55 | $596-90.7% | $12,427-99.6% | $513-89.2% |