Filed November 8, 2004
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) | $15,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,875 | $79,519+15.5% | $95,952-4.2% | $73,409+25.2% |
| Participation rate | 52.6% | 81.2%-28.6pp | 77.1%-24.5pp | 72.2%-19.6pp |
| Annual return | 22.40% | 19.20%+3.2pp | 91.61%-69.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $894 | $2,048-56.3% | $2,541-64.8% | $2,234-60.0% |
| Participant deferral / active EE | $3,048 | $4,138-26.4% | $4,167-26.9% | $3,805-19.9% |
| Admin fee / account holder | $46 | $184-74.8% | $6,795-99.3% | $158-70.6% |