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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,503 |
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 | $185,033 | $82,978+123.0% | $129,995+42.3% | $71,457+158.9% |
| Participation rate | 98.8% | 74.1%+24.7pp | 78.5%+20.3pp | 67.9%+30.8pp |
| Annual return | 18.81% | 20.60%-1.8pp | -137.18%+156.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $4,768 | $2,622+81.9% | $4,320+10.4% | $2,588+84.2% |
| Participant deferral / active EE | $13,169 | $4,432+197.2% | $5,820+126.3% | $4,289+207.1% |
| Admin fee / account holder | $52 | $1,729-97.0% | $10,614-99.5% | $1,587-96.7% |