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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $166,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $143,281 |
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 | $46,939 | $39,909+17.6% | $78,778-40.4% | $80,976-42.0% |
| Participation rate | 37.6% | 55.7%-18.1pp | 69.2%-31.6pp | 68.3%-30.6pp |
| Annual return | 19.03% | 23.47%-4.4pp | 35.62%-16.6pp | 22.91%-3.9pp |
| Employer contribution / active EE | $510 | $778-34.4% | $1,986-74.3% | $2,402-78.7% |
| Participant deferral / active EE | $1,848 | $1,359+36.0% | $2,958-37.5% | $3,848-52.0% |
| Admin fee / account holder | $62 | $50+24.4% | $5,134-98.8% | $67-8.4% |