Filed October 18, 2004 (most recent of 4 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $130,814 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,139 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,959 | $122,693-19.3% | $184,203-46.3% | $199,593-50.4% |
| Participation rate | 96.5% | 86.8%+9.7pp | 86.8%+9.7pp | 72.0%+24.5pp |
| Annual return | 13.34% | 143.91%-130.6pp | 28.81%-15.5pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,720 | $4,584-18.9% | $6,427-42.1% | $3,034+22.6% |
| Participant deferral / active EE | $6,067 | $7,990-24.1% | $9,131-33.6% | $5,087+19.3% |
| Admin fee / account holder | $36 | $121-70.5% | $13,901-99.7% | $269-86.8% |