Filed April 8, 2005 (most recent of 2 filings on file)
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$169,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,447 | $53,911+80.8% | $130,648-25.4% | $77,787+25.3% |
| Participation rate | 85.8% | 60.2%+25.6pp | 71.7%+14.1pp | 73.2%+12.6pp |
| Annual return | 27.17% | 21.93%+5.2pp | 1708.96%-1681.8pp | 32.57%-5.4pp |
| Employer contribution / active EE | $3,470 | $1,826+90.1% | $4,092-15.2% | $2,504+38.6% |
| Participant deferral / active EE | $7,725 | $2,288+237.6% | $3,603+114.4% | $3,967+94.7% |
| Admin fee / account holder | -$82 | $129-163.5% | $5,464-101.5% | $100-181.6% |