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 16 · EIN 33-0818667 | Consulting | $150,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,045 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $75,848 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$27,501 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $256,648 | $130,141+97.2% | $86,677+196.1% | $77,904+229.4% |
| Participation rate | 97.2% | 85.9%+11.3pp | 76.6%+20.6pp | 73.7%+23.5pp |
| Annual return | -19.76% | -12.75%-7.0pp | 35.91%-55.7pp | 12.21%-32.0pp |
| Employer contribution / active EE | $6,301 | $3,220+95.7% | $2,836+122.2% | $2,848+121.3% |
| Participant deferral / active EE | $16,530 | $5,757+187.1% | $4,656+255.1% | $4,806+244.0% |
| Admin fee / account holder | $47 | $132-64.3% | $7,493-99.4% | $133-64.6% |