Filed July 27, 2005 (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 9-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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,634 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 49 · EIN 26-0058143 | Other Services | $63,772 |
STEVENS & LEE7 years Filed as: STEVENS AND LEE Service code 29 · EIN 23-1886296 | Legal | $19,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$206,041 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,580 | $110,299+24.7% | $102,423+34.3% | $199,593-31.1% |
| Participation rate | 93.0% | 86.3%+6.7pp | 76.5%+16.5pp | 72.0%+21.0pp |
| Annual return | 15.58% | 35.73%-20.2pp | 29.32%-13.7pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,617 | $3,603+0.4% | $3,023+19.6% | $3,034+19.2% |
| Participant deferral / active EE | $7,806 | $6,376+22.4% | $5,053+54.5% | $5,087+53.5% |
| Admin fee / account holder | $7 | $122-94.2% | $9,451-99.9% | $269-97.4% |