Filed October 19, 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $199,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $138,466 |
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 | $94,396 | $88,581+6.6% | $74,183+27.2% | $65,292+44.6% |
| Participation rate | 95.5% | 86.2%+9.3pp | 76.6%+18.9pp | 72.4%+23.1pp |
| Annual return | 7.60% | 11.72%-4.1pp | 17.74%-10.1pp | 11.84%-4.2pp |
| Employer contribution / active EE | $5,986 | $3,021+98.2% | $2,370+152.6% | $2,302+160.1% |
| Participant deferral / active EE | $4,834 | $4,898-1.3% | $3,550+36.2% | $3,579+35.1% |
| Admin fee / account holder | $35 | $60-41.4% | $5,586-99.4% | $57-39.0% |