Filed June 21, 2005
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 7-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 | $67,779 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,337 |
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 | $60,756 | $88,122-31.1% | $141,162-57.0% | $67,579-10.1% |
| Participation rate | 80.9% | 76.5%+4.4pp | 82.5%-1.6pp | 71.3%+9.6pp |
| Annual return | 42.73% | 75.40%-32.7pp | 71.39%-28.7pp | 378.56%-335.8pp |
| Employer contribution / active EE | $2,296 | $3,224-28.8% | $4,735-51.5% | $2,148+6.9% |
| Participant deferral / active EE | $6,911 | $5,958+16.0% | $6,709+3.0% | $3,539+95.3% |
| Admin fee / account holder | $87 | $131-33.4% | $10,261-99.2% | $142-38.8% |