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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $464,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,153 |
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 | $109,745 | $134,619-18.5% | $111,297-1.4% | $101,517+8.1% |
| Participation rate | 95.3% | 89.0%+6.3pp | 77.3%+18.0pp | 74.6%+20.8pp |
| Annual return | 16.81% | 17.96%-1.1pp | 54.65%-37.8pp | 21.00%-4.2pp |
| Employer contribution / active EE | $4,419 | $3,829+15.4% | $2,731+61.8% | $2,973+48.6% |
| Participant deferral / active EE | $5,473 | $6,572-16.7% | $4,487+22.0% | $4,873+12.3% |
| Admin fee / account holder | $34 | $86-60.2% | $7,964-99.6% | $139-75.4% |