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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $459,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $109,807 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,741 | $106,087-10.7% | $86,677+9.3% | $78,044+21.4% |
| Participation rate | 97.4% | 89.6%+7.9pp | 76.6%+20.9pp | 74.4%+23.0pp |
| Annual return | -19.52% | -14.87%-4.6pp | 35.91%-55.4pp | 10.87%-30.4pp |
| Employer contribution / active EE | $4,307 | $4,110+4.8% | $2,836+51.8% | $3,125+37.8% |
| Participant deferral / active EE | $5,972 | $6,851-12.8% | $4,656+28.3% | $5,084+17.5% |
| Admin fee / account holder | $37 | $81-54.6% | $7,493-99.5% | $79-53.3% |