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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,076,496 |
MERCER1 year Filed as: MERCER, LLC Service code 31 · EIN 30-0282430 | Named fiduciary | $135,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$237,631 |
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 | $150,877 | $135,240+11.6% | $169,993-11.2% | $96,393+56.5% |
| Participation rate | 85.9% | 86.5%-0.6pp | 87.0%-1.1pp | 71.3%+14.7pp |
| Annual return | 15.87% | 22.04%-6.2pp | 53.37%-37.5pp | 22.88%-7.0pp |
| Employer contribution / active EE | $4,946 | $5,029-1.7% | $6,785-27.1% | $3,238+52.7% |
| Participant deferral / active EE | $7,827 | $8,138-3.8% | $10,408-24.8% | $5,455+43.5% |
| Admin fee / account holder | $29 | $85-65.5% | $12,815-99.8% | $74-60.4% |