Filed March 30, 2007 (most recent of 5 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $237,904 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,640 |
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 | $40,078 | $47,456-15.5% | $172,739-76.8% | $77,787-48.5% |
| Participation rate | 81.8% | 66.3%+15.5pp | 82.6%-0.8pp | 73.2%+8.6pp |
| Annual return | 24.13% | 35.57%-11.4pp | 802.84%-778.7pp | 32.57%-8.4pp |
| Employer contribution / active EE | $1,244 | $1,574-21.0% | $5,143-75.8% | $2,504-50.3% |
| Participant deferral / active EE | $3,088 | $2,560+20.6% | $5,198-40.6% | $3,967-22.2% |
| Admin fee / account holder | $66 | $81-18.6% | $13,954-99.5% | $100-34.2% |