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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $220,686 |
VALMARK ADVISERS INC6 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $50,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $20,950 |
VERRILL DANA LLP2 years Service code 29 · EIN 01-0176171 | Legal | $6,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$515,316 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,899 | $93,773+5.5% | $125,339-21.1% | $78,044+26.7% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.4%+9.6pp | 74.4%+17.5pp |
| Annual return | -18.31% | 277.78%-296.1pp | 572.05%-590.4pp | 10.87%-29.2pp |
| Employer contribution / active EE | $2,382 | $3,678-35.2% | $4,814-50.5% | $3,125-23.8% |
| Participant deferral / active EE | $8,416 | $6,971+20.7% | $7,446+13.0% | $5,084+65.5% |
| Admin fee / account holder | -$27 | $67-140.5% | $10,010-100.3% | $79-134.4% |