Filed January 3, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213,350 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,567 |
Service code 16 · EIN 23-3521867 | Consulting | $33,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $18,506 |
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 | $111,220 | $112,623-1.2% | $106,213+4.7% | $199,593-44.3% |
| Participation rate | 88.7% | 86.2%+2.5pp | 75.3%+13.4pp | 72.0%+16.7pp |
| Annual return | 14.13% | 15.57%-1.4pp | 116.14%-102.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $6,189 | $4,575+35.3% | $3,171+95.1% | $3,034+104.0% |
| Participant deferral / active EE | $7,972 | $6,659+19.7% | $5,016+58.9% | $5,087+56.7% |
| Admin fee / account holder | $167 | $107+56.3% | $11,033-98.5% | $269-37.8% |