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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,984 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $45,900 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 16 · EIN 82-1364595 | Consulting | $45,900 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $22,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,724 | $88,874+35.8% | $123,544-2.3% | $75,289+60.3% |
| Participation rate | 93.4% | 75.9%+17.6pp | 82.3%+11.1pp | 72.4%+21.0pp |
| Annual return | -5.28% | 4.22%-9.5pp | 119.20%-124.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $648 | $3,256-80.1% | $4,628-86.0% | $2,405-73.0% |
| Participant deferral / active EE | $9,998 | $6,174+61.9% | $6,426+55.6% | $3,739+167.4% |
| Admin fee / account holder | $130 | $95+37.4% | $9,284-98.6% | $102+27.0% |