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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,864 |
FRANK RIMERMAN & CO LLP3 years Filed as: FRANK, RIMERMAN & CO LLP Service code 10 · EIN 94-1341042 | Accounting | $15,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,253 |
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 | $245,423 | $88,122+178.5% | $141,162+73.9% | $67,579+263.2% |
| Participation rate | 93.8% | 76.5%+17.3pp | 82.5%+11.3pp | 71.3%+22.5pp |
| Annual return | 23.48% | 75.40%-51.9pp | 71.39%-47.9pp | 378.56%-355.1pp |
| Employer contribution / active EE | $8,634 | $3,224+167.8% | $4,735+82.4% | $2,148+302.0% |
| Participant deferral / active EE | $11,379 | $5,958+91.0% | $6,709+69.6% | $3,539+221.5% |
| Admin fee / account holder | $59 | $131-55.2% | $10,261-99.4% | $142-58.8% |