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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,182 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$311,866 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,071 | $144,389-3.0% | $90,782+54.3% | $75,289+86.0% |
| Participation rate | 93.4% | 92.2%+1.2pp | 82.7%+10.7pp | 72.4%+21.0pp |
| Annual return | -4.21% | 0.91%-5.1pp | -3.42%-0.8pp | -0.04%-4.2pp |
| Employer contribution / active EE | $3,375 | $4,529-25.5% | $4,105-17.8% | $2,405+40.3% |
| Participant deferral / active EE | $7,787 | $7,882-1.2% | $5,366+45.1% | $3,739+108.3% |
| Admin fee / account holder | -$128 | $102-224.6% | $5,908-102.2% | $102-224.7% |