Filed April 19, 2005
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,198 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $50,417 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,246 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,494 | $78,852-30.9% | $76,768-29.0% | $75,289-27.6% |
| Participation rate | 88.1% | 85.0%+3.1pp | 77.0%+11.1pp | 72.4%+15.6pp |
| Annual return | 31.20% | -1.29%+32.5pp | 2.43%+28.8pp | -0.04%+31.2pp |
| Employer contribution / active EE | $1,458 | $2,794-47.8% | $2,485-41.3% | $2,405-39.4% |
| Participant deferral / active EE | $4,329 | $4,800-9.8% | $3,852+12.4% | $3,739+15.8% |
| Admin fee / account holder | $93 | $79+18.1% | $6,675-98.6% | $102-8.8% |