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) | $346,900 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $287,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$173,615 |
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 | $80,807 | $40,592+99.1% | $86,188-6.2% | $103,482-21.9% |
| Participation rate | 94.3% | 58.1%+36.1pp | 69.0%+25.3pp | 73.3%+21.0pp |
| Annual return | 19.29% | 18.32%+1.0pp | 1168.45%-1149.2pp | 33.11%-13.8pp |
| Employer contribution / active EE | $1,674 | $974+71.8% | $2,380-29.7% | $3,208-47.8% |
| Participant deferral / active EE | $7,435 | $2,072+258.8% | $3,985+86.6% | $5,207+42.8% |
| Admin fee / account holder | $63 | $85-25.2% | $6,852-99.1% | $114-44.5% |