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 | $15,357 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,676 |
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 | $155,913 | $73,638+111.7% | $95,952+62.5% | $73,488+112.2% |
| Participation rate | 89.1% | 76.2%+13.0pp | 77.1%+12.0pp | 70.7%+18.4pp |
| Annual return | 16.59% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,688 | $1,863+44.3% | $2,541+5.8% | $2,270+18.4% |
| Participant deferral / active EE | $7,723 | $3,617+113.5% | $4,167+85.3% | $3,740+106.5% |
| Admin fee / account holder | $67 | $482-86.2% | $6,795-99.0% | $513-87.0% |