Filed February 26, 2004
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,033 |
KUTAK ROCK LLP4+ years Service code 16 · EIN 47-0597598 | Consulting | $114,115 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,865 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $20,750 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $9,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $43,324 | $26,810+61.6% | $76,523-43.4% | $73,367-40.9% |
| Participation rate | 15.7% | 34.6%-19.0pp | 68.0%-52.3pp | 69.5%-53.8pp |
| Annual return | -5.83% | 17.04%-22.9pp | -0.27%-5.6pp | 173.45%-179.3pp |
| Employer contribution / active EE | $120 | $503-76.0% | $2,647-95.5% | $2,499-95.2% |
| Participant deferral / active EE | $874 | $1,312-33.4% | $3,835-77.2% | $4,033-78.3% |
| Admin fee / account holder | $48 | $71-31.6% | $4,848-99.0% | $68-29.3% |