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 | $139,043 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,415 |
Form 5500 reported that benefits due were not provided when due.
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 | $53,369 | $95,388-44.1% | $125,339-57.4% | $77,904-31.5% |
| Participation rate | 97.7% | 78.6%+19.1pp | 82.4%+15.3pp | 73.7%+24.0pp |
| Annual return | -14.09% | 116.19%-130.3pp | 572.05%-586.1pp | 12.21%-26.3pp |
| Employer contribution / active EE | $2,789 | $3,666-23.9% | $4,814-42.1% | $2,848-2.0% |
| Participant deferral / active EE | $7,809 | $7,711+1.3% | $7,446+4.9% | $4,806+62.5% |
| Admin fee / account holder | $99 | $119-16.3% | $10,010-99.0% | $133-25.0% |