Filed October 19, 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 | $30,781 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,296 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,756 | $58,758+3.4% | $70,014-13.2% | $63,975-5.0% |
| Participation rate | 97.1% | 77.5%+19.7pp | 71.8%+25.3pp | 71.1%+26.0pp |
| Annual return | 6.80% | 18.05%-11.2pp | 12.99%-6.2pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,876 | $1,973-4.9% | $2,338-19.8% | $2,182-14.0% |
| Participant deferral / active EE | $3,653 | $2,912+25.5% | $2,931+24.7% | $3,356+8.8% |
| Admin fee / account holder | $43 | $71-39.0% | $4,380-99.0% | $70-38.5% |