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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$232,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $236,534 | $95,918+146.6% | $151,611+56.0% | $77,904+203.6% |
| Participation rate | 91.9% | 88.7%+3.1pp | 87.5%+4.4pp | 73.7%+18.2pp |
| Annual return | -19.78% | -5.50%-14.3pp | 3.33%-23.1pp | 12.21%-32.0pp |
| Employer contribution / active EE | $6,555 | $4,330+51.4% | $6,166+6.3% | $2,848+130.2% |
| Participant deferral / active EE | $14,889 | $7,508+98.3% | $8,363+78.0% | $4,806+209.8% |
| Admin fee / account holder | -$21 | $93-123.0% | $11,616-100.2% | $133-116.2% |