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 | $90,376 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,526 | $100,801-39.0% | $149,696-58.9% | $73,409-16.2% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.5%+12.9pp | 72.2%+23.2pp |
| Annual return | 29.83% | 265.34%-235.5pp | 276.60%-246.8pp | 59.29%-29.5pp |
| Employer contribution / active EE | $1,532 | $3,312-53.7% | $4,644-67.0% | $2,234-31.4% |
| Participant deferral / active EE | $6,697 | $6,404+4.6% | $6,842-2.1% | $3,805+76.0% |
| Admin fee / account holder | $97 | $181-46.2% | $9,309-99.0% | $158-38.4% |