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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,201 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,308 | $52,525+102.4% | $117,472-9.5% | $77,904+36.5% |
| Participation rate | 90.7% | 61.6%+29.2pp | 70.6%+20.1pp | 73.7%+17.0pp |
| Annual return | -18.49% | -13.76%-4.7pp | 29.74%-48.2pp | 12.21%-30.7pp |
| Employer contribution / active EE | $3,981 | $2,166+83.8% | $4,176-4.7% | $2,848+39.8% |
| Participant deferral / active EE | $9,583 | $3,087+210.4% | $4,070+135.4% | $4,806+99.4% |
| Admin fee / account holder | $26 | $99-73.5% | $5,645-99.5% | $133-80.1% |