Filed March 12, 2004 (most recent of 2 filings on file)
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $362,330 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $136,412 |
CROWE LLP7 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $54,824 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,946 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,098 | $89,808+218.6% | $100,391+185.0% | $77,643+268.5% |
| Participation rate | 97.2% | 81.2%+16.0pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 14.38% | 20.62%-6.2pp | 49.20%-34.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,459 | $3,039+46.7% | $3,942+13.1% | $2,726+63.6% |
| Participant deferral / active EE | $19,568 | $8,284+136.2% | $8,082+142.1% | $4,647+321.1% |
| Admin fee / account holder | $118 | $174-32.5% | $7,899-98.5% | $430-72.6% |