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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $144,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $51,676 | $100,179-48.4% | $84,015-38.5% | $89,569-42.3% |
| Participation rate | 41.6% | 54.1%-12.5pp | 69.0%-27.4pp | 69.6%-28.0pp |
| Annual return | 25.27% | 22.50%+2.8pp | 71.31%-46.0pp | 34.56%-9.3pp |
| Employer contribution / active EE | $602 | $816-26.3% | $1,983-69.7% | $2,584-76.7% |
| Participant deferral / active EE | $2,159 | $1,459+48.0% | $3,239-33.3% | $4,220-48.8% |
| Admin fee / account holder | $58 | $72-19.9% | $6,101-99.1% | $72-19.3% |