Filed October 18, 2004 (most recent of 3 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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,763 |
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 | $93,571 | $160,882-41.8% | $200,582-53.4% | $102,872-9.0% |
| Participation rate | 97.0% | 91.2%+5.9pp | 86.9%+10.1pp | 73.0%+24.0pp |
| Annual return | 16.71% | 18.15%-1.4pp | 42.33%-25.6pp | 19.06%-2.4pp |
| Employer contribution / active EE | $6,239 | $5,602+11.4% | $6,419-2.8% | $3,526+76.9% |
| Participant deferral / active EE | $7,222 | $9,300-22.3% | $9,331-22.6% | $5,535+30.5% |
| Admin fee / account holder | $59 | $125-53.1% | $16,305-99.6% | $292-80.0% |