Filed January 4, 2005
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) | $5,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,025 |
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 | $246,104 | $93,182+164.1% | $146,665+67.8% | $79,386+210.0% |
| Participation rate | 98.4% | 76.4%+22.0pp | 80.1%+18.3pp | 70.7%+27.7pp |
| Annual return | 15.11% | 21.61%-6.5pp | 22.74%-7.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $7,187 | $2,420+197.0% | $4,136+73.8% | $2,427+196.1% |
| Participant deferral / active EE | $5,508 | $4,169+32.1% | $5,5060% | $4,046+36.1% |
| Admin fee / account holder | $48 | $585-91.8% | $10,280-99.5% | $626-92.4% |