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 | $143,255 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $55,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,596 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,527 | $176,491-58.9% | $95,952-24.4% | $90,288-19.7% |
| Participation rate | 93.2% | 86.6%+6.7pp | 77.1%+16.2pp | 73.4%+19.9pp |
| Annual return | 15.72% | 20.14%-4.4pp | 91.61%-75.9pp | 53.97%-38.2pp |
| Employer contribution / active EE | $627 | $2,789-77.5% | $2,541-75.3% | $2,524-75.1% |
| Participant deferral / active EE | $5,078 | $5,340-4.9% | $4,167+21.9% | $4,232+20.0% |
| Admin fee / account holder | $130 | $154-15.6% | $6,795-98.1% | $114+14.1% |