Filed October 19, 2004
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,662 |
BAKER TILLY US, LLP2+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $16,275 |
Service code 34 · EIN 04-2647786 | Employee (plan sponsor); Securities b... | -$1,623 |
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 | $82,916 | $85,635-3.2% | $123,892-33.1% | $63,975+29.6% |
| Participation rate | 84.8% | 74.9%+9.8pp | 81.4%+3.3pp | 71.1%+13.6pp |
| Annual return | 35.81% | 15.74%+20.1pp | 47.52%-11.7pp | 48.65%-12.8pp |
| Employer contribution / active EE | $1,772 | $3,076-42.4% | $4,617-61.6% | $2,182-18.8% |
| Participant deferral / active EE | $5,907 | $5,667+4.2% | $5,984-1.3% | $3,356+76.0% |
| Admin fee / account holder | $13 | $75-82.3% | $8,357-99.8% | $70-81.2% |