Filed June 6, 2003
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) | $75,162 |
LPL FINANCIAL4+ years Service code 16 · EIN 04-3046611 | Consulting | $47,500 |
SHEPPARD MULLIN2 years Service code 17 · EIN 95-1463164 | Pension Consulting | $24,263 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$105,212 |
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 | $39,473 | $69,744-43.4% | $110,238-64.2% | $68,904-42.7% |
| Participation rate | 89.0% | 83.4%+5.5pp | 79.8%+9.1pp | 74.1%+14.8pp |
| Annual return | 2.71% | -2.58%+5.3pp | 314.74%-312.0pp | 1.07%+1.6pp |
| Employer contribution / active EE | $919 | $2,204-58.3% | $3,826-76.0% | $2,540-63.8% |
| Participant deferral / active EE | $3,687 | $4,131-10.8% | $4,672-21.1% | $4,015-8.2% |
| Admin fee / account holder | $9 | $67-86.2% | $8,547-99.9% | $71-87.0% |