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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,134 |
Service code 37 · EIN 04-2647786 | Loan Processing | $231,828 |
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 | $167,684 | $106,087+58.1% | $86,677+93.5% | $78,044+114.9% |
| Participation rate | 98.6% | 89.6%+9.0pp | 76.6%+22.0pp | 74.4%+24.1pp |
| Annual return | -6.36% | -14.87%+8.5pp | 35.91%-42.3pp | 10.87%-17.2pp |
| Employer contribution / active EE | $6,714 | $4,110+63.3% | $2,836+136.7% | $3,125+114.9% |
| Participant deferral / active EE | $16,386 | $6,851+139.2% | $4,656+252.0% | $5,084+222.3% |
| Admin fee / account holder | $88 | $81+8.0% | $7,493-98.8% | $79+11.1% |