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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,387 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,127 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,597 | $100,921-69.7% | $82,313-62.8% | $177,276-82.7% |
| Participation rate | 92.1% | 86.9%+5.2pp | 76.9%+15.3pp | 74.8%+17.3pp |
| Annual return | 15.95% | 20.33%-4.4pp | 25.88%-9.9pp | 21.25%-5.3pp |
| Employer contribution / active EE | $1,581 | $3,145-49.7% | $2,428-34.9% | $2,479-36.2% |
| Participant deferral / active EE | $1,552 | $5,192-70.1% | $3,706-58.1% | $3,881-60.0% |
| Admin fee / account holder | $20 | $64-69.4% | $5,608-99.6% | $154-87.2% |