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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,061 |
MERCER5 years Service code 27 · EIN 04-3801669 | Advisory (Plan) | $121,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $112,425 |
HOLTZMAN PARTNERS, LLP5 years Service code 10 · EIN 74-3121060 | Accounting | $36,000 |
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 | $237,545 | $176,491+34.6% | $95,952+147.6% | $90,288+163.1% |
| Participation rate | 98.0% | 86.6%+11.4pp | 77.1%+20.9pp | 73.4%+24.7pp |
| Annual return | 19.59% | 20.14%-0.6pp | 91.61%-72.0pp | 53.97%-34.4pp |
| Employer contribution / active EE | $6,656 | $2,789+138.7% | $2,541+162.0% | $2,524+163.7% |
| Participant deferral / active EE | $15,773 | $5,340+195.4% | $4,167+278.5% | $4,232+272.7% |
| Admin fee / account holder | $111 | $154-28.1% | $6,795-98.4% | $114-2.9% |