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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,579 | $44,626+11.1% | $86,188-42.5% | $80,160-38.2% |
| Participation rate | 46.8% | 63.5%-16.7pp | 69.0%-22.2pp | 72.9%-26.1pp |
| Annual return | 21.11% | 19.61%+1.5pp | 1168.45%-1147.3pp | 40.38%-19.3pp |
| Employer contribution / active EE | $962 | $1,099-12.4% | $2,380-59.6% | $2,978-67.7% |
| Participant deferral / active EE | $2,308 | $2,769-16.6% | $3,985-42.1% | $5,017-54.0% |
| Admin fee / account holder | $7 | $133-95.0% | $6,852-99.9% | $145-95.4% |