Filed July 9, 2003 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,238 |
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 | $137,643 | $71,666+92.1% | $117,854+16.8% | $69,631+97.7% |
| Participation rate | 96.8% | 77.5%+19.2pp | 79.7%+17.1pp | 70.7%+26.1pp |
| Annual return | 17.04% | 18.86%-1.8pp | 335.08%-318.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,496 | $1,889+138.0% | $3,786+18.7% | $2,032+121.2% |
| Participant deferral / active EE | $3,102 | $3,340-7.1% | $4,482-30.8% | $3,224-3.8% |
| Admin fee / account holder | $28 | $120-76.4% | $8,020-99.6% | $110-74.3% |