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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $308,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | $209,218 |
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 | $147,460 | $176,491-16.4% | $95,952+53.7% | $90,288+63.3% |
| Participation rate | 93.1% | 86.6%+6.6pp | 77.1%+16.1pp | 73.4%+19.8pp |
| Annual return | 14.11% | 20.14%-6.0pp | 91.61%-77.5pp | 53.97%-39.9pp |
| Employer contribution / active EE | $4,932 | $2,789+76.9% | $2,541+94.1% | $2,524+95.4% |
| Participant deferral / active EE | $7,543 | $5,340+41.3% | $4,167+81.0% | $4,232+78.2% |
| Admin fee / account holder | $375 | $154+143.5% | $6,795-94.5% | $114+228.9% |