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 | $28,498 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,986 |
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 | $169,018 | $55,416+205.0% | $75,972+122.5% | $77,643+117.7% |
| Participation rate | 96.6% | 63.6%+33.0pp | 69.1%+27.5pp | 70.6%+26.0pp |
| Annual return | 13.74% | 17.07%-3.3pp | 359.55%-345.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,714 | $1,788+107.8% | $2,685+38.3% | $2,726+36.3% |
| Participant deferral / active EE | $13,765 | $3,447+299.3% | $4,255+223.5% | $4,647+196.2% |
| Admin fee / account holder | $84 | $414-79.7% | $6,467-98.7% | $430-80.5% |