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 | $126,349 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $55,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,808 | $105,247-38.4% | $87,100-25.6% | $77,787-16.7% |
| Participation rate | 94.9% | 85.8%+9.1pp | 76.9%+18.0pp | 73.2%+21.6pp |
| Annual return | 21.63% | 24.52%-2.9pp | 28.19%-6.6pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,919 | $2,895-33.7% | $2,521-23.9% | $2,504-23.4% |
| Participant deferral / active EE | $5,329 | $5,060+5.3% | $4,049+31.6% | $3,967+34.3% |
| Admin fee / account holder | $118 | $104+12.9% | $7,497-98.4% | $100+17.9% |