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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $305,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $124,639 |
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 | $112,904 | $100,921+11.9% | $82,313+37.2% | $177,276-36.3% |
| Participation rate | 95.6% | 86.9%+8.7pp | 76.9%+18.7pp | 74.8%+20.8pp |
| Annual return | 19.00% | 20.33%-1.3pp | 25.88%-6.9pp | 21.25%-2.3pp |
| Employer contribution / active EE | $5,499 | $3,145+74.8% | $2,428+126.5% | $2,479+121.8% |
| Participant deferral / active EE | $5,141 | $5,192-1.0% | $3,706+38.7% | $3,881+32.5% |
| Admin fee / account holder | $45 | $64-30.3% | $5,608-99.2% | $154-71.0% |