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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,659 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $212,745 | $111,491+90.8% | $189,513+12.3% | $86,799+145.1% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.8%+8.1pp | 72.3%+23.6pp |
| Annual return | 14.34% | 83.50%-69.2pp | 555.15%-540.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $8,055 | $3,951+103.9% | $6,162+30.7% | $2,405+234.9% |
| Participant deferral / active EE | $8,038 | $6,437+24.9% | $8,221-2.2% | $4,131+94.6% |
| Admin fee / account holder | $51 | $189-72.8% | $12,045-99.6% | $170-69.7% |