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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $137,395 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,439 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 16 · EIN 47-0597598 | Consulting | $106,648 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $88,200 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $12,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $51,140 | $32,762+56.1% | $84,611-39.6% | $89,569-42.9% |
| Participation rate | 6.0% | 34.6%-28.6pp | 68.2%-62.2pp | 69.6%-63.6pp |
| Annual return | 23.13% | 28.37%-5.2pp | 258.74%-235.6pp | 34.56%-11.4pp |
| Employer contribution / active EE | $67 | $564-88.2% | $2,652-97.5% | $2,584-97.4% |
| Participant deferral / active EE | $345 | $1,501-77.0% | $3,899-91.1% | $4,220-91.8% |
| Admin fee / account holder | $25 | $82-70.2% | $4,912-99.5% | $72-65.7% |