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 | $140,553 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,983 |
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 | $42,238 | $38,963+8.4% | $71,796-41.2% | $329,111-87.2% |
| Participation rate | 37.0% | 53.8%-16.8pp | 69.1%-32.1pp | 67.9%-30.9pp |
| Annual return | 8.39% | 9.85%-1.5pp | 78.04%-69.7pp | 16.35%-8.0pp |
| Employer contribution / active EE | $510 | $758-32.7% | $1,924-73.5% | $2,303-77.9% |
| Participant deferral / active EE | $1,832 | $1,286+42.4% | $2,794-34.4% | $3,682-50.2% |
| Admin fee / account holder | $58 | $50+14.8% | $4,815-98.8% | $754-92.3% |