Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,095 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,067 |
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 | $72,419 | $86,897-16.7% | $151,611-52.2% | $64,808+11.7% |
| Participation rate | 92.9% | 87.3%+5.7pp | 87.5%+5.4pp | 71.5%+21.5pp |
| Annual return | -18.57% | -3.57%-15.0pp | 3.33%-21.9pp | 32.82%-51.4pp |
| Employer contribution / active EE | $3,172 | $4,010-20.9% | $6,166-48.6% | $2,506+26.6% |
| Participant deferral / active EE | $6,293 | $6,690-5.9% | $8,363-24.8% | $4,310+46.0% |
| Admin fee / account holder | $168 | $153+10.2% | $11,616-98.5% | $188-10.3% |