Filed March 14, 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 | $128,742 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,783 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,001 | $89,274+14.3% | $149,718-31.9% | $77,958+30.8% |
| Participation rate | 97.7% | 87.6%+10.0pp | 87.1%+10.6pp | 71.6%+26.0pp |
| Annual return | 17.45% | 20.36%-2.9pp | 1501.63%-1484.2pp | 20.87%-3.4pp |
| Employer contribution / active EE | $6,763 | $3,727+81.5% | $5,445+24.2% | $2,310+192.7% |
| Participant deferral / active EE | $5,328 | $5,382-1.0% | $6,569-18.9% | $3,537+50.7% |
| Admin fee / account holder | $64 | $240-73.3% | $11,283-99.4% | $97-34.3% |