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 | $253,327 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,240 |
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 | $47,424 | $50,127-5.4% | $149,673-68.3% | $80,160-40.8% |
| Participation rate | 93.5% | 64.3%+29.2pp | 78.8%+14.8pp | 72.9%+20.6pp |
| Annual return | 19.01% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.4pp |
| Employer contribution / active EE | $1,585 | $1,865-15.0% | $4,818-67.1% | $2,978-46.8% |
| Participant deferral / active EE | $4,466 | $3,194+39.8% | $5,680-21.4% | $5,017-11.0% |
| Admin fee / account holder | $66 | $153-56.5% | $13,210-99.5% | $145-54.2% |