Filed December 30, 2002
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,760 |
FIDUCIARY INVESTMENT ADVISORS8+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,039 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,924 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,268 | $43,113+69.9% | $82,719-11.4% | $77,904-6.0% |
| Participation rate | 93.8% | 63.8%+29.9pp | 72.6%+21.2pp | 73.7%+20.1pp |
| Annual return | -16.02% | 2.60%-18.6pp | 701.18%-717.2pp | 12.21%-28.2pp |
| Employer contribution / active EE | $4,344 | $1,924+125.7% | $3,009+44.4% | $2,848+52.5% |
| Participant deferral / active EE | $6,051 | $3,057+98.0% | $4,395+37.7% | $4,806+25.9% |
| Admin fee / account holder | $75 | $102-26.2% | $5,329-98.6% | $133-43.1% |