Filed July 11, 2005 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$269,306 |
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 | $157,675 | $159,202-1.0% | $97,995+60.9% | $77,958+102.3% |
| Participation rate | 92.6% | 91.5%+1.1pp | 82.4%+10.2pp | 71.6%+20.9pp |
| Annual return | 19.39% | 28.47%-9.1pp | 23.94%-4.5pp | 20.87%-1.5pp |
| Employer contribution / active EE | $3,274 | $4,224-22.5% | $4,158-21.3% | $2,310+41.7% |
| Participant deferral / active EE | $7,525 | $7,461+0.8% | $5,097+47.6% | $3,537+112.8% |
| Admin fee / account holder | -$110 | $83-232.5% | $5,943-101.8% | $97-212.4% |