Filed October 18, 2004 (most recent of 2 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 | $26,327 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,240 | $31,810+20.2% | $64,105-40.3% | $59,188-35.4% |
| Participation rate | 61.6% | 57.7%+3.9pp | 68.2%-6.6pp | 69.4%-7.8pp |
| Annual return | 0.21% | 9.41%-9.2pp | 791.24%-791.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $946 | $659+43.4% | $1,820-48.0% | $2,098-54.9% |
| Participant deferral / active EE | $2,036 | $1,582+28.7% | $2,822-27.8% | $3,265-37.6% |
| Admin fee / account holder | $19 | $57-66.3% | $4,499-99.6% | $92-79.2% |