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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,612 |
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 | $134,753 | $121,341+11.1% | $189,513-28.9% | $79,386+69.7% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 20.13% | 21.08%-1.0pp | 555.15%-535.0pp | 116.85%-96.7pp |
| Employer contribution / active EE | $3,917 | $3,915+0.1% | $6,162-36.4% | $2,427+61.4% |
| Participant deferral / active EE | $5,678 | $6,395-11.2% | $8,221-30.9% | $4,046+40.3% |
| Admin fee / account holder | $48 | $651-92.7% | $12,045-99.6% | $626-92.4% |