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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,583 |
ARNERICH MASSENA5+ years Service code 16 · EIN 93-1119723 | Consulting | $37,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,620 |
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 | $354,614 | $176,491+100.9% | $95,952+269.6% | $90,288+292.8% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 21.01% | 20.14%+0.9pp | 91.61%-70.6pp | 53.97%-33.0pp |
| Employer contribution / active EE | $5,243 | $2,789+88.0% | $2,541+106.4% | $2,524+107.7% |
| Participant deferral / active EE | $16,341 | $5,340+206.0% | $4,167+292.2% | $4,232+286.1% |
| Admin fee / account holder | $20 | $154-87.3% | $6,795-99.7% | $114-82.8% |