Filed April 7, 2003
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,016 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,905 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,265 | $73,404+69.3% | $87,100+42.7% | $67,579+83.9% |
| Participation rate | 84.1% | 80.9%+3.3pp | 76.9%+7.3pp | 71.3%+12.9pp |
| Annual return | 26.07% | 48.29%-22.2pp | 28.19%-2.1pp | 378.56%-352.5pp |
| Employer contribution / active EE | $2,134 | $2,014+6.0% | $2,521-15.3% | $2,148-0.6% |
| Participant deferral / active EE | $5,957 | $3,913+52.3% | $4,049+47.1% | $3,539+68.3% |
| Admin fee / account holder | $55 | $142-61.0% | $7,497-99.3% | $142-61.2% |