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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $293,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $221,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,416 | $105,247+24.9% | $87,100+50.9% | $77,787+68.9% |
| Participation rate | 96.4% | 85.8%+10.7pp | 76.9%+19.6pp | 73.2%+23.2pp |
| Annual return | 21.48% | 24.52%-3.0pp | 28.19%-6.7pp | 32.57%-11.1pp |
| Employer contribution / active EE | $4,645 | $2,895+60.5% | $2,521+84.2% | $2,504+85.5% |
| Participant deferral / active EE | $7,060 | $5,060+39.5% | $4,049+74.4% | $3,967+77.9% |
| Admin fee / account holder | $366 | $104+250.4% | $7,497-95.1% | $100+265.9% |