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 | $105,861 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,173 |
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 | $66,784 | $107,459-37.9% | $135,903-50.9% | $80,160-16.7% |
| Participation rate | 95.5% | 78.0%+17.5pp | 81.9%+13.6pp | 72.9%+22.6pp |
| Annual return | 21.38% | 91.91%-70.5pp | 68.23%-46.8pp | 40.38%-19.0pp |
| Employer contribution / active EE | $2,788 | $3,877-28.1% | $4,856-42.6% | $2,978-6.4% |
| Participant deferral / active EE | $7,852 | $8,195-4.2% | $7,758+1.2% | $5,017+56.5% |
| Admin fee / account holder | $83 | $127-34.5% | $10,762-99.2% | $145-42.6% |