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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,052 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $55,000 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$258,030 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,010 | $79,519+267.2% | $95,952+204.3% | $73,409+297.8% |
| Participation rate | 90.3% | 81.2%+9.2pp | 77.1%+13.3pp | 72.2%+18.2pp |
| Annual return | 16.04% | 19.20%-3.2pp | 91.61%-75.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $7,829 | $2,048+282.3% | $2,541+208.1% | $2,234+250.5% |
| Participant deferral / active EE | $12,397 | $4,138+199.6% | $4,167+197.5% | $3,805+225.8% |
| Admin fee / account holder | -$54 | $184-129.3% | $6,795-100.8% | $158-134.3% |