Filed April 3, 2003
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,083 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,443 |
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 | $75,894 | $30,086+152.3% | $61,373+23.7% | $64,808+17.1% |
| Participation rate | 84.4% | 36.4%+48.0pp | 52.6%+31.8pp | 71.5%+12.9pp |
| Annual return | -18.94% | -13.99%-5.0pp | 338.61%-357.6pp | 32.82%-51.8pp |
| Employer contribution / active EE | $6,634 | $536+1137.1% | $1,159+472.2% | $2,506+164.7% |
| Participant deferral / active EE | $12,376 | $1,126+999.4% | $2,125+482.4% | $4,310+187.1% |
| Admin fee / account holder | $97 | $148-34.4% | $2,130-95.4% | $188-48.2% |