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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$135,641 |
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 | $134,726 | $62,943+114.0% | $142,863-5.7% | $93,030+44.8% |
| Participation rate | 90.4% | 63.3%+27.0pp | 71.9%+18.4pp | 73.9%+16.5pp |
| Annual return | 14.37% | 16.28%-1.9pp | 5637.54%-5623.2pp | 158.70%-144.3pp |
| Employer contribution / active EE | $3,228 | $1,374+135.0% | $4,144-22.1% | $2,706+19.3% |
| Participant deferral / active EE | $9,289 | $2,841+227.0% | $3,837+142.1% | $4,562+103.6% |
| Admin fee / account holder | -$48 | $103-147.0% | $6,560-100.7% | $152-131.8% |