Filed January 28, 2003 (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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $87,408 | $44,989+94.3% | $170,442-48.7% | $77,958+12.1% |
| Participation rate | 54.0% | 64.6%-10.6pp | 83.6%-29.6pp | 71.6%-17.7pp |
| Annual return | 20.49% | 19.61%+0.9pp | 205.93%-185.4pp | 20.87%-0.4pp |
| Employer contribution / active EE | $8 | $1,466-99.4% | $5,433-99.8% | $2,310-99.6% |
| Participant deferral / active EE | $4,002 | $2,208+81.3% | $4,939-19.0% | $3,537+13.2% |
| Admin fee / account holder | $10 | $69-86.1% | $13,880-99.9% | $97-90.2% |