Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
Filed as: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $36,257 |
STRATEGIC FINANCIAL GROUP2 years Filed as: STEFFES FINANCIAL LTD Service code 27 · EIN 74-2834375 | Advisory (Plan) | $16,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $178,118 | $102,553+73.7% | $151,611+17.5% | $66,914+166.2% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -9.48% | -10.82%+1.3pp | 3.33%-12.8pp | 1.58%-11.1pp |
| Employer contribution / active EE | $6,954 | $4,180+66.3% | $6,166+12.8% | $2,544+173.3% |
| Participant deferral / active EE | $4,794 | $6,641-27.8% | $8,363-42.7% | $4,237+13.1% |
| Admin fee / account holder | $315 | $630-50.0% | $11,616-97.3% | $593-46.9% |