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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$192,917 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,116 | $53,932+126.4% | $134,143-9.0% | $90,288+35.3% |
| Participation rate | 89.9% | 60.4%+29.5pp | 72.2%+17.7pp | 73.4%+16.5pp |
| Annual return | 23.21% | 23.16%+0.1pp | 36.33%-13.1pp | 53.97%-30.8pp |
| Employer contribution / active EE | $2,965 | $1,611+84.0% | $3,704-20.0% | $2,524+17.4% |
| Participant deferral / active EE | $8,707 | $2,432+258.0% | $3,499+148.9% | $4,232+105.7% |
| Admin fee / account holder | -$89 | $104-185.4% | $6,684-101.3% | $114-177.6% |