Filed October 18, 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) | $13,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,419 |
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 | $95,665 | $66,302+44.3% | $110,238-13.2% | $56,287+70.0% |
| Participation rate | 98.2% | 74.9%+23.3pp | 79.8%+18.4pp | 69.9%+28.4pp |
| Annual return | -4.91% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,766 | $2,047+132.8% | $3,826+24.5% | $2,111+125.7% |
| Participant deferral / active EE | $11,161 | $3,381+230.1% | $4,672+138.9% | $3,350+233.2% |
| Admin fee / account holder | $60 | $698-91.4% | $8,547-99.3% | $521-88.5% |