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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$337,774 |
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 | $164,847 | $168,477-2.2% | $105,387+56.4% | $77,787+111.9% |
| Participation rate | 94.0% | 91.6%+2.4pp | 82.6%+11.5pp | 73.2%+20.8pp |
| Annual return | 23.59% | 25.62%-2.0pp | 26.82%-3.2pp | 32.57%-9.0pp |
| Employer contribution / active EE | $3,452 | $4,957-30.3% | $4,213-18.1% | $2,504+37.8% |
| Participant deferral / active EE | $8,039 | $8,141-1.3% | $5,502+46.1% | $3,967+102.6% |
| Admin fee / account holder | -$131 | $103-227.5% | $6,559-102.0% | $100-230.7% |