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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,951 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 15 · EIN 04-3801669 | Recordkeeping | $94,322 |
MERCER4 years Service code 27 · EIN 04-3801669 | Advisory (Plan) | $22,906 |
HOLTZMAN PARTNERS, LLP4 years Service code 10 · EIN 74-3121060 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,091 |
Form 5500 reported that benefits due were not provided when due.
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 | $208,456 | $105,247+98.1% | $87,100+139.3% | $77,787+168.0% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.2pp | 73.2%+23.9pp |
| Annual return | 24.33% | 24.52%-0.2pp | 28.19%-3.9pp | 32.57%-8.2pp |
| Employer contribution / active EE | $6,104 | $2,895+110.9% | $2,521+142.1% | $2,504+143.7% |
| Participant deferral / active EE | $13,903 | $5,060+174.8% | $4,049+243.4% | $3,967+250.4% |
| Admin fee / account holder | $40 | $104-61.9% | $7,497-99.5% | $100-60.2% |