Filed May 5, 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 37 · EIN 04-2647786 | Loan Processing | $707,319 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $152,011 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $101,350 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $45,000 |
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 | $79,143 | $140,769-43.8% | $66,042+19.8% | $140,769-43.8% |
| Participation rate | 95.9% | 74.2%+21.7pp | 67.5%+28.3pp | 74.2%+21.7pp |
| Annual return | 16.19% | 16.82%-0.6pp | 52.11%-35.9pp | 16.82%-0.6pp |
| Employer contribution / active EE | $2,710 | $3,906-30.6% | $1,579+71.6% | $3,906-30.6% |
| Participant deferral / active EE | $6,006 | $6,717-10.6% | $2,835+111.8% | $6,717-10.6% |
| Admin fee / account holder | $74 | $229-67.6% | $5,747-98.7% | $229-67.6% |