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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,532 |
401(K) ADVISORS INC4 years Filed as: US ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $32,000 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $18,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,980 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,335 | $82,783+1.9% | $133,956-37.0% | $90,288-6.6% |
| Participation rate | 94.7% | 81.3%+13.4pp | 79.8%+14.9pp | 73.4%+21.4pp |
| Annual return | 21.21% | 21.89%-0.7pp | 45.09%-23.9pp | 53.97%-32.8pp |
| Employer contribution / active EE | $4,751 | $2,388+98.9% | $3,919+21.2% | $2,524+88.2% |
| Participant deferral / active EE | $3,914 | $4,291-8.8% | $5,048-22.5% | $4,232-7.5% |
| Admin fee / account holder | $31 | $93-66.9% | $8,927-99.7% | $114-73.1% |