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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $119,983 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,876 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,729 | $78,852+235.7% | $76,768+244.8% | $75,289+251.6% |
| Participation rate | 97.0% | 85.0%+12.0pp | 77.0%+20.0pp | 72.4%+24.6pp |
| Annual return | -7.11% | -1.29%-5.8pp | 2.43%-9.5pp | -0.04%-7.1pp |
| Employer contribution / active EE | $1,998 | $2,794-28.5% | $2,485-19.6% | $2,405-16.9% |
| Participant deferral / active EE | $6,360 | $4,800+32.5% | $3,852+65.1% | $3,739+70.1% |
| Admin fee / account holder | $27 | $79-65.4% | $6,675-99.6% | $102-73.3% |