Filed October 18, 2004 (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 9-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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $276,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $187,076 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $85,303 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $43,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $318,026 | $159,391+99.5% | $102,423+210.5% | $99,062+221.0% |
| Participation rate | 65.5% | 88.6%-23.1pp | 76.5%-11.0pp | 71.6%-6.1pp |
| Annual return | 16.68% | 19.03%-2.3pp | 29.32%-12.6pp | 17.66%-1.0pp |
| Employer contribution / active EE | $3,582 | $4,207-14.9% | $3,023+18.5% | $3,262+9.8% |
| Participant deferral / active EE | $11,559 | $7,498+54.2% | $5,053+128.8% | $5,331+116.8% |
| Admin fee / account holder | $89 | $159-44.2% | $9,451-99.1% | $109-18.6% |