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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $199,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135,100 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,607 | $40,984+45.4% | $90,951-34.5% | $93,223-36.1% |
| Participation rate | 46.8% | 59.7%-12.9pp | 69.0%-22.2pp | 74.9%-28.1pp |
| Annual return | 16.58% | 17.56%-1.0pp | 134.60%-118.0pp | 19.29%-2.7pp |
| Employer contribution / active EE | $412 | $840-51.0% | $2,122-80.6% | $2,680-84.6% |
| Participant deferral / active EE | $2,652 | $1,856+42.9% | $3,373-21.4% | $4,563-41.9% |
| Admin fee / account holder | $61 | $75-18.3% | $5,959-99.0% | $79-22.5% |