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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,550 |
Service code 27 5001 SPRING VALLEY ROAD · DALLAS, TX 75244 | Advisory (Plan) | $95,000 |
SHEPPARD MULLIN5+ years Filed as: SHEPPARD MULLIN RICHTER & HAMPTON Service code 17 · EIN 95-1463164 | Pension Consulting | $30,255 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,084 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $48,315 | $83,826-42.4% | $125,175-61.4% | $82,204-41.2% |
| Participation rate | 90.0% | 83.1%+6.9pp | 79.8%+10.2pp | 73.4%+16.6pp |
| Annual return | 29.08% | 22.78%+6.3pp | 43.79%-14.7pp | 26.31%+2.8pp |
| Employer contribution / active EE | $1,411 | $2,267-37.8% | $3,865-63.5% | $2,707-47.9% |
| Participant deferral / active EE | $5,000 | $4,293+16.5% | $4,937+1.3% | $4,246+17.8% |
| Admin fee / account holder | $26 | $74-65.6% | $9,702-99.7% | $76-66.2% |