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 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) | $1,880,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $371,840 |
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 | $129,449 | $118,441+9.3% | $151,611-14.6% | $89,394+44.8% |
| Participation rate | 85.5% | 88.0%-2.5pp | 87.5%-2.0pp | 71.3%+14.2pp |
| Annual return | -14.45% | -9.10%-5.3pp | 3.33%-17.8pp | -11.89%-2.6pp |
| Employer contribution / active EE | $4,605 | $4,770-3.5% | $6,166-25.3% | $3,022+52.4% |
| Participant deferral / active EE | $6,990 | $7,648-8.6% | $8,363-16.4% | $5,123+36.4% |
| Admin fee / account holder | $32 | $90-64.0% | $11,616-99.7% | $79-59.3% |