Filed May 5, 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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $229,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $219,550 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,634 |
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 | $113,023 | $88,730+27.4% | $82,313+37.3% | $77,958+45.0% |
| Participation rate | 96.8% | 84.5%+12.3pp | 76.9%+19.9pp | 71.6%+25.1pp |
| Annual return | 15.69% | 20.88%-5.2pp | 25.88%-10.2pp | 20.87%-5.2pp |
| Employer contribution / active EE | $4,656 | $2,758+68.8% | $2,428+91.7% | $2,310+101.5% |
| Participant deferral / active EE | $6,068 | $4,634+30.9% | $3,706+63.7% | $3,537+71.6% |
| Admin fee / account holder | $205 | $74+177.1% | $5,608-96.3% | $97+110.5% |