Filed January 30, 2004 (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) | $119,068 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 15 · EIN 04-3801669 | Recordkeeping | $101,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,828 |
HOLTZMAN PARTNERS, LLP3 years Service code 10 · EIN 74-3121060 | Accounting | $23,000 |
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 | $176,016 | $78,852+123.2% | $76,768+129.3% | $75,289+133.8% |
| Participation rate | 98.0% | 85.0%+13.0pp | 77.0%+21.0pp | 72.4%+25.6pp |
| Annual return | -4.69% | -1.29%-3.4pp | 2.43%-7.1pp | -0.04%-4.7pp |
| Employer contribution / active EE | $5,912 | $2,794+111.5% | $2,485+137.9% | $2,405+145.8% |
| Participant deferral / active EE | $13,008 | $4,800+171.0% | $3,852+237.7% | $3,739+247.9% |
| Admin fee / account holder | $47 | $79-40.1% | $6,675-99.3% | $102-53.7% |