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 | $264,538 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,476 |
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 | $42,157 | $45,000-6.3% | $143,757-70.7% | $77,904-45.9% |
| Participation rate | 93.0% | 66.8%+26.2pp | 80.3%+12.7pp | 73.7%+19.3pp |
| Annual return | -16.31% | 29.03%-45.3pp | -0.04%-16.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,216 | $1,870-34.9% | $4,951-75.4% | $2,848-57.3% |
| Participant deferral / active EE | $4,522 | $3,157+43.3% | $5,637-19.8% | $4,806-5.9% |
| Admin fee / account holder | $75 | $98-23.9% | $14,673-99.5% | $133-43.5% |