Filed November 9, 2005
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,350 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,142 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $38,500 |
401(K) ADVISORS INC8 years Filed as: US ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,223 | $2,679,533-97.3% | $164,813-56.8% | $199,593-64.3% |
| Participation rate | 90.9% | 78.3%+12.6pp | 78.6%+12.3pp | 72.0%+18.9pp |
| Annual return | 17.75% | 17.93%-0.2pp | 69.93%-52.2pp | 34.25%-16.5pp |
| Employer contribution / active EE | $4,383 | $2,970+47.6% | $4,341+1.0% | $3,034+44.4% |
| Participant deferral / active EE | $3,467 | $5,010-30.8% | $6,031-42.5% | $5,087-31.8% |
| Admin fee / account holder | $31 | $1,982-98.5% | $12,690-99.8% | $269-88.6% |