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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$378,138 |
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 | $190,777 | $187,277+1.9% | $112,977+68.9% | $90,288+111.3% |
| Participation rate | 92.6% | 91.6%+1.0pp | 82.6%+10.0pp | 73.4%+19.2pp |
| Annual return | 22.21% | 26.33%-4.1pp | 24.24%-2.0pp | 53.97%-31.8pp |
| Employer contribution / active EE | $3,340 | $5,263-36.5% | $4,255-21.5% | $2,524+32.3% |
| Participant deferral / active EE | $7,962 | $8,833-9.9% | $5,836+36.4% | $4,232+88.1% |
| Admin fee / account holder | -$140 | $102-238.3% | $6,294-102.2% | $114-223.2% |