Filed December 6, 2005
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 27 · EIN 43-1451524 | Advisory (Plan) | $421,009 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $330,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,363 | $47,202+91.4% | $93,606-3.5% | $99,062-8.8% |
| Participation rate | 93.8% | 57.3%+36.5pp | 68.7%+25.1pp | 71.6%+22.2pp |
| Annual return | 15.00% | 13.08%+1.9pp | 133.20%-118.2pp | 17.66%-2.7pp |
| Employer contribution / active EE | $1,684 | $1,134+48.5% | $2,420-30.4% | $3,262-48.4% |
| Participant deferral / active EE | $7,710 | $2,296+235.8% | $4,411+74.8% | $5,331+44.6% |
| Admin fee / account holder | $102 | $86+18.5% | $8,285-98.8% | $109-6.6% |