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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,767 |
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 | $148,987 | $86,655+71.9% | $119,609+24.6% | $66,914+122.7% |
| Participation rate | 98.8% | 75.6%+23.2pp | 79.3%+19.5pp | 69.8%+29.0pp |
| Annual return | -17.35% | -8.00%-9.3pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $5,011 | $2,536+97.6% | $4,232+18.4% | $2,544+97.0% |
| Participant deferral / active EE | $12,610 | $4,358+189.4% | $5,602+125.1% | $4,237+197.6% |
| Admin fee / account holder | $76 | $755-89.9% | $10,323-99.3% | $593-87.2% |