Filed June 10, 2005 (most recent of 3 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 | $65,074 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,590 |
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 | $135,660 | $104,919+29.3% | $116,228+16.7% | $85,563+58.5% |
| Participation rate | 96.8% | 78.6%+18.2pp | 74.6%+22.3pp | 66.0%+30.9pp |
| Annual return | 17.35% | 15.38%+2.0pp | 90.06%-72.7pp | 31.51%-14.2pp |
| Employer contribution / active EE | $6,389 | $3,485+83.3% | $2,994+113.4% | $2,654+140.8% |
| Participant deferral / active EE | $6,808 | $5,306+28.3% | $4,953+37.4% | $4,375+55.6% |
| Admin fee / account holder | $117 | $429-72.8% | $11,989-99.0% | $834-86.0% |