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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,743 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,463 |
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 | $235,061 | $69,305+239.2% | $82,313+185.6% | $69,631+237.6% |
| Participation rate | 89.1% | 80.3%+8.9pp | 76.9%+12.2pp | 70.7%+18.4pp |
| Annual return | 17.90% | 21.47%-3.6pp | 25.88%-8.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $6,863 | $1,887+263.8% | $2,428+182.6% | $2,032+237.7% |
| Participant deferral / active EE | $10,793 | $3,568+202.5% | $3,706+191.2% | $3,224+234.8% |
| Admin fee / account holder | -$15 | $97-115.6% | $5,608-100.3% | $110-113.8% |