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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,636 |
401(K) ADVISORS INC1 year Filed as: US ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $24,000 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,249 |
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 | $68,192 | $88,730-23.1% | $82,313-17.2% | $77,958-12.5% |
| Participation rate | 98.9% | 84.5%+14.3pp | 76.9%+22.0pp | 71.6%+27.2pp |
| Annual return | 20.99% | 20.88%+0.1pp | 25.88%-4.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $4,639 | $2,758+68.2% | $2,428+91.0% | $2,310+100.8% |
| Participant deferral / active EE | $3,743 | $4,634-19.2% | $3,706+1.0% | $3,537+5.8% |
| Admin fee / account holder | $11 | $74-85.2% | $5,608-99.8% | $97-88.8% |