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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,619 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$382,434 |
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 | $209,305 | $95,776+118.5% | $162,163+29.1% | $77,787+169.1% |
| Participation rate | 91.2% | 88.6%+2.5pp | 87.6%+3.6pp | 73.2%+18.0pp |
| Annual return | 25.94% | 37.03%-11.1pp | 115.59%-89.7pp | 32.57%-6.6pp |
| Employer contribution / active EE | $5,743 | $3,874+48.2% | $5,614+2.3% | $2,504+129.3% |
| Participant deferral / active EE | $13,067 | $6,125+113.3% | $7,298+79.0% | $3,967+229.4% |
| Admin fee / account holder | -$92 | $88-205.3% | $10,843-100.9% | $100-192.2% |