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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $423,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175,430 |
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 | $126,228 | $117,238+7.7% | $87,100+44.9% | $82,204+53.6% |
| Participation rate | 95.4% | 87.2%+8.2pp | 76.9%+18.5pp | 73.4%+22.0pp |
| Annual return | 29.92% | 25.80%+4.1pp | 28.19%+1.7pp | 26.31%+3.6pp |
| Employer contribution / active EE | $5,372 | $3,535+52.0% | $2,521+113.1% | $2,707+98.4% |
| Participant deferral / active EE | $5,826 | $5,976-2.5% | $4,049+43.9% | $4,246+37.2% |
| Admin fee / account holder | $62 | $81-24.1% | $7,497-99.2% | $76-18.4% |