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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,919 |
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 | $74,255 | $55,790+33.1% | $76,817-3.3% | $67,579+9.9% |
| Participation rate | 95.5% | 71.1%+24.4pp | 72.1%+23.4pp | 71.3%+24.2pp |
| Annual return | 22.39% | 64.45%-42.1pp | 1166.11%-1143.7pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,746 | $1,810+51.7% | $2,302+19.3% | $2,148+27.8% |
| Participant deferral / active EE | $4,484 | $2,875+56.0% | $3,336+34.4% | $3,539+26.7% |
| Admin fee / account holder | $53 | $159-66.8% | $6,420-99.2% | $142-62.8% |