Filed May 10, 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 37 · EIN 04-2647786 | Loan Processing | $48,329 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,872 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,486 | $112,686+124.1% | $169,993+48.5% | $80,160+215.0% |
| Participation rate | 94.1% | 87.4%+6.8pp | 87.0%+7.1pp | 72.9%+21.2pp |
| Annual return | 20.06% | 67.04%-47.0pp | 53.37%-33.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $15,098 | $4,481+236.9% | $6,785+122.5% | $2,978+407.0% |
| Participant deferral / active EE | $13,088 | $7,876+66.2% | $10,408+25.8% | $5,017+160.9% |
| Admin fee / account holder | $52 | $99-47.2% | $12,815-99.6% | $145-63.9% |