Filed October 18, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,100 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,237 |
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 | $85,747 | $130,194-34.1% | $169,993-49.6% | $71,457+20.0% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 20.95% | 20.37%+0.6pp | 53.37%-32.4pp | 28.85%-7.9pp |
| Employer contribution / active EE | $4,586 | $4,381+4.7% | $6,785-32.4% | $2,588+77.2% |
| Participant deferral / active EE | $5,145 | $6,923-25.7% | $10,408-50.6% | $4,289+20.0% |
| Admin fee / account holder | $87 | $966-90.9% | $12,815-99.3% | $1,587-94.5% |