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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $384,109 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $184,839 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $95,000 |
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.
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 | $66,590 | $107,401-38.0% | $146,665-54.6% | $106,520-37.5% |
| Participation rate | 91.1% | 78.6%+12.5pp | 80.1%+11.1pp | 71.3%+19.8pp |
| Annual return | 16.14% | 18.50%-2.4pp | 22.74%-6.6pp | 19.28%-3.1pp |
| Employer contribution / active EE | $3,065 | $2,794+9.7% | $4,136-25.9% | $2,840+7.9% |
| Participant deferral / active EE | $4,861 | $4,619+5.2% | $5,506-11.7% | $4,948-1.8% |
| Admin fee / account holder | $53 | $65-17.3% | $10,280-99.5% | $75-28.2% |