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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,129 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $50,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,393 |
BAKER TILLY US, LLP5+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $5,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,331 |
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 | $106,772 | $101,523+5.2% | $141,162-24.4% | $77,787+37.3% |
| Participation rate | 91.1% | 77.4%+13.8pp | 82.5%+8.7pp | 73.2%+17.9pp |
| Annual return | 36.40% | 56.22%-19.8pp | 71.39%-35.0pp | 32.57%+3.8pp |
| Employer contribution / active EE | $2,141 | $3,341-35.9% | $4,735-54.8% | $2,504-14.5% |
| Participant deferral / active EE | $7,073 | $6,434+9.9% | $6,709+5.4% | $3,967+78.3% |
| Admin fee / account holder | $21 | $92-77.3% | $10,261-99.8% | $100-79.3% |