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 | $102,112 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,362 |
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 | $80,314 | $122,186-34.3% | $146,958-45.3% | $199,593-59.8% |
| Participation rate | 97.0% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+25.0pp |
| Annual return | 16.46% | 30.56%-14.1pp | 418.34%-401.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,098 | $4,093-24.3% | $4,933-37.2% | $3,034+2.1% |
| Participant deferral / active EE | $8,597 | $8,502+1.1% | $8,070+6.5% | $5,087+69.0% |
| Admin fee / account holder | $87 | $179-51.3% | $12,998-99.3% | $269-67.6% |