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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,574 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,871 | $86,897+61.0% | $151,611-7.7% | $64,808+115.8% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.5%+11.1pp | 71.5%+27.1pp |
| Annual return | -17.49% | -3.57%-13.9pp | 3.33%-20.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $4,951 | $4,010+23.5% | $6,166-19.7% | $2,506+97.6% |
| Participant deferral / active EE | $10,047 | $6,690+50.2% | $8,363+20.1% | $4,310+133.1% |
| Admin fee / account holder | $15 | $153-90.2% | $11,616-99.9% | $188-92.0% |