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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $144,700 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,348 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $159,364 | $153,281+4.0% | $93,789+69.9% | $77,904+104.6% |
| Participation rate | 95.5% | 92.2%+3.3pp | 81.0%+14.6pp | 73.7%+21.9pp |
| Annual return | -18.68% | -5.55%-13.1pp | -11.33%-7.3pp | 12.21%-30.9pp |
| Employer contribution / active EE | $4,144 | $5,690-27.2% | $4,323-4.1% | $2,848+45.5% |
| Participant deferral / active EE | $9,668 | $9,364+3.2% | $6,094+58.6% | $4,806+101.2% |
| Admin fee / account holder | $126 | $114+10.9% | $7,195-98.2% | $133-4.6% |