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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,987 |
Form 5500 reported that benefits due were not provided when due.
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 | $136,278 | $57,570+136.7% | $121,098+12.5% | $80,160+70.0% |
| Participation rate | 91.2% | 58.8%+32.3pp | 69.5%+21.7pp | 72.9%+18.2pp |
| Annual return | 36.18% | 20.42%+15.8pp | 985.75%-949.6pp | 40.38%-4.2pp |
| Employer contribution / active EE | $5,027 | $2,119+137.2% | $4,164+20.7% | $2,978+68.8% |
| Participant deferral / active EE | $10,185 | $3,092+229.4% | $4,080+149.7% | $5,017+103.0% |
| Admin fee / account holder | -$22 | $121-117.9% | $5,644-100.4% | $145-115.0% |