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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,739 |
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 | $182,796 | $93,182+96.2% | $146,665+24.6% | $79,386+130.3% |
| Participation rate | 97.5% | 76.4%+21.0pp | 80.1%+17.4pp | 70.7%+26.8pp |
| Annual return | 16.53% | 21.61%-5.1pp | 22.74%-6.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $5,385 | $2,420+122.5% | $4,136+30.2% | $2,427+121.8% |
| Participant deferral / active EE | $14,397 | $4,169+245.3% | $5,506+161.5% | $4,046+255.9% |
| Admin fee / account holder | $89 | $585-84.8% | $10,280-99.1% | $626-85.8% |