Filed November 22, 2005 (most recent of 3 filings on file)
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 | $1,978,414 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $816,585 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,549 | $66,513+13.6% | $178,490-57.7% | $106,222-28.9% |
| Participation rate | 99.6% | 73.8%+25.8pp | 81.9%+17.6pp | 70.8%+28.7pp |
| Annual return | 14.25% | 21.81%-7.6pp | 151.07%-136.8pp | 21.69%-7.4pp |
| Employer contribution / active EE | $2,625 | $1,776+47.8% | $5,011-47.6% | $2,723-3.6% |
| Participant deferral / active EE | $4,213 | $3,679+14.5% | $5,202-19.0% | $4,600-8.4% |
| Admin fee / account holder | $73 | $53+37.0% | $13,984-99.5% | $78-6.6% |