Filed November 9, 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$191,628 |
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 | $199,023 | $63,905+211.4% | $74,183+168.3% | $57,658+245.2% |
| Participation rate | 89.2% | 79.8%+9.4pp | 76.6%+12.5pp | 70.2%+18.9pp |
| Annual return | 7.29% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $7,040 | $1,840+282.5% | $2,370+197.1% | $1,974+256.7% |
| Participant deferral / active EE | $11,212 | $3,448+225.2% | $3,550+215.9% | $3,061+266.3% |
| Admin fee / account holder | -$84 | $91-192.3% | $5,586-101.5% | $95-189.0% |