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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,186 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $12,500 |
401(K) ADVISORS INC2+ years Filed as: US ADVISORS, INC Service code 16 · EIN 06-1397347 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,284 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,612 | $80,211-31.9% | $74,183-26.4% | $63,975-14.6% |
| Participation rate | 98.3% | 84.2%+14.1pp | 76.6%+21.6pp | 71.1%+27.1pp |
| Annual return | 6.84% | 14.13%-7.3pp | 17.74%-10.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $4,360 | $2,553+70.8% | $2,370+84.0% | $2,182+99.9% |
| Participant deferral / active EE | $3,367 | $4,370-23.0% | $3,550-5.2% | $3,356+0.3% |
| Admin fee / account holder | $9 | $67-87.2% | $5,586-99.8% | $70-87.8% |