Filed October 18, 2004
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) | $58,669 |
Filed as: ASCENDE WEALTH ADVISERS, INC. Service code 27 · EIN 80-0655250 | Advisory (Plan) | $45,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,970 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,367 | $85,635+42.9% | $123,892-1.2% | $63,975+91.3% |
| Participation rate | 72.8% | 74.9%-2.2pp | 81.4%-8.6pp | 71.1%+1.6pp |
| Annual return | 9.44% | 15.74%-6.3pp | 47.52%-38.1pp | 48.65%-39.2pp |
| Employer contribution / active EE | $592 | $3,076-80.8% | $4,617-87.2% | $2,182-72.9% |
| Participant deferral / active EE | $8,551 | $5,667+50.9% | $5,984+42.9% | $3,356+154.8% |
| Admin fee / account holder | $84 | $75+11.5% | $8,357-99.0% | $70+18.6% |