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 | $13,312 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,662 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,397 | $75,284-2.5% | $91,001-19.3% | $69,631+5.4% |
| Participation rate | 96.1% | 80.4%+15.7pp | 75.6%+20.5pp | 70.7%+25.4pp |
| Annual return | 17.90% | 48.40%-30.5pp | 4.60%+13.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $3,148 | $2,473+27.3% | $2,456+28.2% | $2,032+54.9% |
| Participant deferral / active EE | $4,433 | $3,700+19.8% | $3,547+25.0% | $3,224+37.5% |
| Admin fee / account holder | $55 | $111-50.1% | $5,417-99.0% | $110-50.1% |