Filed November 25, 2003 (most recent of 6 filings on file)
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 10-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 | $35,535 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,484 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,109 | $49,693+202.1% | $70,515+112.9% | $74,419+101.7% |
| Participation rate | 90.4% | 64.7%+25.7pp | 68.3%+22.0pp | 70.7%+19.7pp |
| Annual return | 16.39% | 21.22%-4.8pp | 32.77%-16.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $3,252 | $1,773+83.4% | $2,973+9.4% | $2,637+23.3% |
| Participant deferral / active EE | $11,715 | $3,376+247.0% | $4,567+156.5% | $4,528+158.7% |
| Admin fee / account holder | $95 | $316-69.9% | $6,412-98.5% | $348-72.7% |