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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,238 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,009 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,939 | $71,142+95.3% | $119,609+16.2% | $64,808+114.4% |
| Participation rate | 92.0% | 78.6%+13.4pp | 79.3%+12.8pp | 71.5%+20.6pp |
| Annual return | -18.86% | -10.01%-8.8pp | -14.97%-3.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,925 | $2,497-22.9% | $4,232-54.5% | $2,506-23.2% |
| Participant deferral / active EE | $3,628 | $4,490-19.2% | $5,602-35.2% | $4,310-15.8% |
| Admin fee / account holder | $128 | $162-20.8% | $10,323-98.8% | $188-31.6% |