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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $273,886 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $241,709 |
VALMARK ADVISERS INC7 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $55,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $19,425 |
VERRILL DANA LLP3 years Service code 29 · EIN 01-0176171 | Legal | $5,568 |
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 | $123,023 | $121,599+1.2% | $135,903-9.5% | $103,482+18.9% |
| Participation rate | 94.4% | 76.2%+18.2pp | 81.9%+12.5pp | 73.3%+21.2pp |
| Annual return | 22.13% | 26.09%-4.0pp | 68.23%-46.1pp | 33.11%-11.0pp |
| Employer contribution / active EE | $2,631 | $4,627-43.1% | $4,856-45.8% | $3,208-18.0% |
| Participant deferral / active EE | $9,361 | $7,782+20.3% | $7,758+20.7% | $5,207+79.8% |
| Admin fee / account holder | $69 | $76-8.6% | $10,762-99.4% | $114-39.4% |