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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,122 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP4+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $16,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,688 |
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 | $84,504 | $88,874-4.9% | $123,544-31.6% | $75,289+12.2% |
| Participation rate | 90.4% | 75.9%+14.6pp | 82.3%+8.1pp | 72.4%+18.0pp |
| Annual return | -3.55% | 4.22%-7.8pp | 119.20%-122.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,013 | $3,256-38.2% | $4,628-56.5% | $2,405-16.3% |
| Participant deferral / active EE | $6,659 | $6,174+7.9% | $6,426+3.6% | $3,739+78.1% |
| Admin fee / account holder | $14 | $95-84.7% | $9,284-99.8% | $102-85.8% |