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 | $10,623 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,071 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,222 | $61,473+24.0% | $81,930-7.0% | $73,409+3.8% |
| Participation rate | 93.3% | 72.4%+20.9pp | 72.0%+21.3pp | 72.2%+21.1pp |
| Annual return | 16.76% | 28.26%-11.5pp | 29.49%-12.7pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,479 | $1,898+30.6% | $4,310-42.5% | $2,234+11.0% |
| Participant deferral / active EE | $4,332 | $3,080+40.7% | $7,107-39.0% | $3,805+13.8% |
| Admin fee / account holder | $54 | $125-56.8% | $5,158-98.9% | $158-65.7% |