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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,700 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,145 |
Form 5500 reported that benefits due were not provided when due.
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 | $55,029 | $50,106+9.8% | $70,014-21.4% | $57,658-4.6% |
| Participation rate | 89.6% | 70.9%+18.8pp | 71.8%+17.8pp | 70.2%+19.4pp |
| Annual return | 5.88% | 14.58%-8.7pp | 12.99%-7.1pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,600 | $1,739-8.0% | $2,338-31.6% | $1,974-19.0% |
| Participant deferral / active EE | $3,102 | $2,486+24.8% | $2,931+5.9% | $3,061+1.4% |
| Admin fee / account holder | $46 | $89-48.0% | $4,380-98.9% | $95-51.0% |