Filed January 5, 2005 (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 10-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,042 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,847 | $80,005+31.1% | $140,016-25.1% | $55,725+88.2% |
| Participation rate | 98.4% | 87.0%+11.4pp | 87.5%+10.9pp | 70.9%+27.5pp |
| Annual return | -4.04% | 0.46%-4.5pp | 651.12%-655.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,143 | $3,403+21.8% | $5,606-26.1% | $2,078+99.4% |
| Participant deferral / active EE | $7,964 | $5,264+51.3% | $6,927+15.0% | $3,356+137.3% |
| Admin fee / account holder | $30 | $116-73.9% | $10,705-99.7% | $115-73.8% |