Filed January 10, 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 |
|---|---|---|
DHJJ1 year Service code 10 · EIN 36-3029663 | Accounting | $10,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,874 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,460 | $71,142+111.5% | $119,609+25.8% | $64,808+132.2% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.3%+17.9pp | 71.5%+25.7pp |
| Annual return | -15.61% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,259 | $2,497+110.6% | $4,232+24.3% | $2,506+109.9% |
| Participant deferral / active EE | $9,409 | $4,490+109.6% | $5,602+68.0% | $4,310+118.3% |
| Admin fee / account holder | -$75 | $162-146.5% | $10,323-100.7% | $188-140.1% |