Filed October 19, 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,336 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,155 | $98,982+75.9% | $162,163+7.4% | $65,185+167.2% |
| Participation rate | 98.0% | 85.8%+12.2pp | 87.6%+10.4pp | 70.2%+27.8pp |
| Annual return | 21.93% | 24.84%-2.9pp | 115.59%-93.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $7,004 | $3,467+102.0% | $5,614+24.8% | $2,177+221.8% |
| Participant deferral / active EE | $6,475 | $5,384+20.3% | $7,298-11.3% | $3,514+84.3% |
| Admin fee / account holder | $51 | $596-91.5% | $10,843-99.5% | $847-94.0% |