Filed January 31, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,636 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,601 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,596 | $82,546+100.6% | $140,016+18.3% | $75,289+119.9% |
| Participation rate | 89.8% | 88.4%+1.5pp | 87.5%+2.3pp | 72.4%+17.4pp |
| Annual return | -3.71% | -0.36%-3.3pp | 651.12%-654.8pp | -0.04%-3.7pp |
| Employer contribution / active EE | $5,195 | $3,856+34.7% | $5,606-7.3% | $2,405+116.0% |
| Participant deferral / active EE | $11,693 | $5,731+104.0% | $6,927+68.8% | $3,739+212.8% |
| Admin fee / account holder | $25 | $86-71.4% | $10,705-99.8% | $102-76.0% |