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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,029 |
401(K) ADVISORS INC7 years Filed as: US ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $24,000 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $22,100 |
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 | $68,510 | $84,993-19.4% | $129,995-47.3% | $80,160-14.5% |
| Participation rate | 83.4% | 79.5%+3.9pp | 78.5%+4.9pp | 72.9%+10.5pp |
| Annual return | 21.96% | 23.76%-1.8pp | -137.18%+159.1pp | 40.38%-18.4pp |
| Employer contribution / active EE | $3,891 | $3,051+27.5% | $4,320-9.9% | $2,978+30.7% |
| Participant deferral / active EE | $3,299 | $4,984-33.8% | $5,820-43.3% | $5,017-34.2% |
| Admin fee / account holder | $33 | $391-91.5% | $10,614-99.7% | $145-77.0% |