Filed October 18, 2004
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 | $828,779 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $273,315 |
BDO USA, LLP5 years Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $79,916 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $71,250 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $16,079 |
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 | $116,052 | $96,807+19.9% | $164,813-29.6% | $106,382+9.1% |
| Participation rate | 96.3% | 79.1%+17.2pp | 78.6%+17.7pp | 69.9%+26.4pp |
| Annual return | 14.60% | 17.39%-2.8pp | 69.93%-55.3pp | 17.37%-2.8pp |
| Employer contribution / active EE | $3,921 | $2,888+35.8% | $4,341-9.7% | $3,364+16.6% |
| Participant deferral / active EE | $7,586 | $5,055+50.1% | $6,031+25.8% | $5,569+36.2% |
| Admin fee / account holder | $77 | $66+16.6% | $12,690-99.4% | $79-3.2% |