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 Filed as: DHJJ LTD Service code 10 · EIN 36-3029663 | Accounting | $10,900 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,973 |
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 | $167,280 | $91,372+83.1% | $129,995+28.7% | $74,419+124.8% |
| Participation rate | 97.5% | 77.8%+19.7pp | 78.5%+19.0pp | 70.7%+26.8pp |
| Annual return | 21.62% | 23.21%-1.6pp | -137.18%+158.8pp | 34.38%-12.8pp |
| Employer contribution / active EE | $5,777 | $2,563+125.3% | $4,320+33.7% | $2,637+119.0% |
| Participant deferral / active EE | $9,951 | $4,721+110.8% | $5,820+71.0% | $4,528+119.8% |
| Admin fee / account holder | -$73 | $283-125.9% | $10,614-100.7% | $348-121.1% |