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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,203 | $48,166-4.1% | $96,562-52.2% | $93,030-50.3% |
| Participation rate | 42.2% | 65.1%-22.9pp | 69.8%-27.6pp | 73.9%-31.7pp |
| Annual return | 17.63% | 21.31%-3.7pp | 37.78%-20.1pp | 158.70%-141.1pp |
| Employer contribution / active EE | $223 | $1,070-79.2% | $2,356-90.5% | $2,706-91.8% |
| Participant deferral / active EE | $1,654 | $2,576-35.8% | $3,849-57.0% | $4,562-63.7% |
| Admin fee / account holder | $7 | $110-93.4% | $6,181-99.9% | $152-95.2% |