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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,847 |
401(K) ADVISORS INC6 years Filed as: US ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $32,000 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$153,661 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,660 | $84,000-25.4% | $119,609-47.6% | $77,904-19.6% |
| Participation rate | 92.8% | 77.8%+14.9pp | 79.3%+13.5pp | 73.7%+19.1pp |
| Annual return | -20.37% | -11.59%-8.8pp | -14.97%-5.4pp | 12.21%-32.6pp |
| Employer contribution / active EE | $4,262 | $2,907+46.6% | $4,232+0.7% | $2,848+49.7% |
| Participant deferral / active EE | $3,702 | $4,705-21.3% | $5,602-33.9% | $4,806-23.0% |
| Admin fee / account holder | $35 | $116-69.4% | $10,323-99.7% | $133-73.3% |