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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $141,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,386 | $32,284+34.4% | $74,550-41.8% | $68,904-37.0% |
| Participation rate | 42.9% | 58.1%-15.1pp | 69.1%-26.2pp | 74.1%-31.2pp |
| Annual return | -5.42% | -4.24%-1.2pp | 32.53%-37.9pp | 1.07%-6.5pp |
| Employer contribution / active EE | $574 | $782-26.6% | $1,961-70.7% | $2,540-77.4% |
| Participant deferral / active EE | $2,194 | $1,518+44.6% | $3,108-29.4% | $4,015-45.4% |
| Admin fee / account holder | $62 | $72-14.6% | $5,060-98.8% | $71-13.6% |