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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,205 |
BAKER TILLY US, LLP3+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $16,647 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,705 |
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 | $94,940 | $96,458-1.6% | $136,294-30.3% | $77,958+21.8% |
| Participation rate | 88.4% | 75.4%+13.0pp | 81.9%+6.5pp | 71.6%+16.7pp |
| Annual return | 21.78% | 23.78%-2.0pp | 5155.94%-5134.2pp | 20.87%+0.9pp |
| Employer contribution / active EE | $1,908 | $3,144-39.3% | $4,695-59.4% | $2,310-17.4% |
| Participant deferral / active EE | $6,273 | $5,902+6.3% | $6,247+0.4% | $3,537+77.4% |
| Admin fee / account holder | $5 | $80-94.4% | $9,243-100.0% | $97-95.4% |