Filed April 8, 2004
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) | $50,861 |
GYL1 year Service code 16 65 MEMORIAL ROAD · WEST HARTFORD, CT 06107 | Consulting | $37,397 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $15,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,618 |
Form 5500 reported that benefits due were not provided when due.
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 | $205,318 | $75,388+172.3% | $123,544+66.2% | $55,725+268.4% |
| Participation rate | 95.4% | 75.7%+19.8pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | -5.95% | 4.48%-10.4pp | 119.20%-125.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $8,110 | $3,063+164.8% | $4,628+75.3% | $2,078+290.3% |
| Participant deferral / active EE | $10,829 | $5,651+91.6% | $6,426+68.5% | $3,356+222.7% |
| Admin fee / account holder | $72 | $120-39.7% | $9,284-99.2% | $115-37.3% |