Filed December 16, 2003
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 4-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 27 · EIN 47-1411118 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,600 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,864 | $50,815+0.1% | $155,509-67.3% | $77,643-34.5% |
| Participation rate | 49.7% | 63.1%-13.4pp | 78.2%-28.5pp | 70.6%-20.8pp |
| Annual return | 16.75% | 34.80%-18.1pp | 64.67%-47.9pp | 31.24%-14.5pp |
| Employer contribution / active EE | $217 | $1,993-89.1% | $4,672-95.4% | $2,726-92.0% |
| Participant deferral / active EE | $2,014 | $2,822-28.6% | $5,626-64.2% | $4,647-56.7% |
| Admin fee / account holder | $196 | $437-55.1% | $15,912-98.8% | $430-54.5% |