Filed October 10, 2005
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 | $239,858 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,840 |
Filed as: PRIME CAPITAL INVESTMENT ADVISOR, L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $12,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,313 | $99,062-36.1% | $153,485-58.7% | $99,062-36.1% |
| Participation rate | 78.9% | 71.6%+7.3pp | 77.1%+1.9pp | 71.6%+7.3pp |
| Annual return | 130.37% | 17.66%+112.7pp | 15.65%+114.7pp | 17.66%+112.7pp |
| Employer contribution / active EE | $1,364 | $3,262-58.2% | $5,039-72.9% | $3,262-58.2% |
| Participant deferral / active EE | $2,460 | $5,331-53.9% | $6,757-63.6% | $5,331-53.9% |
| Admin fee / account holder | $41 | $109-62.8% | $12,724-99.7% | $109-62.8% |