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 9-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,301 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,591 |
Service code 16 · EIN 53-0181291 | Consulting | $23,064 |
Filed as: UB GREENSFELDER LLC Service code 29 · EIN 34-0756436 | Legal | $7,444 |
Form 5500 reported that benefits due were not provided when due.
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 | $218,288 | $53,136+310.8% | $155,509+40.4% | $199,593+9.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 15.15% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $5,865 | $1,851+216.9% | $4,672+25.5% | $3,034+93.3% |
| Participant deferral / active EE | $9,099 | $3,161+187.9% | $5,626+61.7% | $5,087+78.9% |
| Admin fee / account holder | $31 | $185-83.2% | $15,912-99.8% | $269-88.4% |