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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,491 |
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,699 |
VISSE & COMPANY, CPA'S1 year Filed as: VISSE & COMPANY Service code 10 · EIN 54-2088418 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$145,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,567 | $108,759+10.9% | $149,696-19.5% | $93,223+29.3% |
| Participation rate | 93.6% | 70.7%+22.9pp | 82.5%+11.1pp | 74.9%+18.7pp |
| Annual return | 21.36% | 19.53%+1.8pp | 276.60%-255.2pp | 19.29%+2.1pp |
| Employer contribution / active EE | $2,304 | $2,777-17.0% | $4,644-50.4% | $2,680-14.0% |
| Participant deferral / active EE | $7,904 | $6,149+28.5% | $6,842+15.5% | $4,563+73.2% |
| Admin fee / account holder | $11 | $81-86.0% | $9,309-99.9% | $79-85.7% |