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 | $457,075 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $227,076 |
Service code 16 · EIN 27-1746834 | Consulting | $80,000 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $26,272 |
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 | $126,208 | $47,634+165.0% | $90,404+39.6% | $90,288+39.8% |
| Participation rate | 93.1% | 67.5%+25.7pp | 72.7%+20.5pp | 73.4%+19.8pp |
| Annual return | 14.19% | 19.61%-5.4pp | 1293.02%-1278.8pp | 53.97%-39.8pp |
| Employer contribution / active EE | $776 | $1,749-55.6% | $3,262-76.2% | $2,524-69.3% |
| Participant deferral / active EE | $4,708 | $2,824+66.7% | $3,963+18.8% | $4,232+11.2% |
| Admin fee / account holder | $152 | $106+43.6% | $5,611-97.3% | $114+33.5% |