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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,605 |
401(K) ADVISORS INC2 years Filed as: US ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $32,000 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $16,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,477 |
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 | $62,078 | $64,311-3.5% | $110,238-43.7% | $75,289-17.5% |
| Participation rate | 98.6% | 79.3%+19.3pp | 79.8%+18.7pp | 72.4%+26.1pp |
| Annual return | -5.02% | -1.74%-3.3pp | 314.74%-319.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $4,402 | $2,404+83.1% | $3,826+15.0% | $2,405+83.0% |
| Participant deferral / active EE | $3,792 | $3,892-2.6% | $4,672-18.8% | $3,739+1.4% |
| Admin fee / account holder | $7 | $88-91.8% | $8,547-99.9% | $102-92.9% |