Filed May 23, 2005 (most recent of 2 filings on file)
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 | $106,066 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,662 | $36,004+4.6% | $64,105-41.2% | $69,651-45.9% |
| Participation rate | 35.6% | 47.3%-11.7pp | 68.2%-32.6pp | 66.6%-31.0pp |
| Annual return | 0.74% | 4.26%-3.5pp | 791.24%-790.5pp | 53.77%-53.0pp |
| Employer contribution / active EE | $451 | $617-26.9% | $1,820-75.2% | $2,241-79.9% |
| Participant deferral / active EE | $1,677 | $1,166+43.8% | $2,822-40.6% | $3,635-53.9% |
| Admin fee / account holder | $42 | $49-13.9% | $4,499-99.1% | $63-33.4% |