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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $167,663 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $95,158 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,356 |
Form 5500 reported that benefits due were not provided when due.
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 | $59,456 | $84,517-29.7% | $133,956-55.6% | $93,223-36.2% |
| Participation rate | 95.5% | 81.9%+13.6pp | 79.8%+15.6pp | 74.9%+20.6pp |
| Annual return | 25.60% | 16.66%+8.9pp | 45.09%-19.5pp | 19.29%+6.3pp |
| Employer contribution / active EE | $3,524 | $2,296+53.5% | $3,919-10.1% | $2,680+31.5% |
| Participant deferral / active EE | $5,271 | $4,286+23.0% | $5,048+4.4% | $4,563+15.5% |
| Admin fee / account holder | $22 | $66-67.2% | $8,927-99.8% | $79-72.6% |