Filed October 18, 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 | $299,252 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $275,654 |
Service code 16 · EIN 27-1746834 | Consulting | $72,500 |
SUTTON FROST CARY LLP4 years Service code 10 · EIN 75-2593210 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $102,557 | $99,062+3.5% | $81,812+25.4% | $99,062+3.5% |
| Participation rate | 90.9% | 71.6%+19.3pp | 72.3%+18.6pp | 71.6%+19.3pp |
| Annual return | 12.35% | 17.66%-5.3pp | 773.79%-761.4pp | 17.66%-5.3pp |
| Employer contribution / active EE | $3,500 | $3,262+7.3% | $2,912+20.2% | $3,262+7.3% |
| Participant deferral / active EE | $6,145 | $5,331+15.3% | $4,319+42.3% | $5,331+15.3% |
| Admin fee / account holder | $99 | $109-9.2% | $7,386-98.7% | $109-9.2% |