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 | $146,656 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,743 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,892 | $112,686-21.1% | $169,993-47.7% | $80,160+10.9% |
| Participation rate | 97.6% | 87.4%+10.2pp | 87.0%+10.6pp | 72.9%+24.7pp |
| Annual return | 14.63% | 67.04%-52.4pp | 53.37%-38.7pp | 40.38%-25.8pp |
| Employer contribution / active EE | $3,574 | $4,481-20.2% | $6,785-47.3% | $2,978+20.0% |
| Participant deferral / active EE | $6,082 | $7,876-22.8% | $10,408-41.6% | $5,017+21.2% |
| Admin fee / account holder | $33 | $99-66.5% | $12,815-99.7% | $145-77.1% |