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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,586 |
401(K) ADVISORS INC5+ years Filed as: US ADVISORS, INC Service code 16 · EIN 06-1397347 | Consulting | $32,000 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $17,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,336 |
Form 5500 reported that benefits due were not provided when due.
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 | $71,351 | $73,125-2.4% | $125,175-43.0% | $77,787-8.3% |
| Participation rate | 93.4% | 79.4%+13.9pp | 79.8%+13.6pp | 73.2%+20.1pp |
| Annual return | 23.48% | 24.71%-1.2pp | 43.79%-20.3pp | 32.57%-9.1pp |
| Employer contribution / active EE | $4,271 | $2,413+77.0% | $3,865+10.5% | $2,504+70.5% |
| Participant deferral / active EE | $3,534 | $3,966-10.9% | $4,937-28.4% | $3,967-10.9% |
| Admin fee / account holder | $10 | $89-88.8% | $9,702-99.9% | $100-90.0% |