Filed September 28, 2006 (most recent of 3 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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,447 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $56,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,895 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $15,500 |
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 | $79,872 | $53,136+50.3% | $155,509-48.6% | $199,593-60.0% |
| Participation rate | 93.3% | 64.1%+29.2pp | 78.2%+15.1pp | 72.0%+21.3pp |
| Annual return | 14.50% | 41.15%-26.6pp | 64.67%-50.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,030 | $1,851+9.7% | $4,672-56.5% | $3,034-33.1% |
| Participant deferral / active EE | $5,921 | $3,161+87.3% | $5,626+5.2% | $5,087+16.4% |
| Admin fee / account holder | $53 | $185-71.2% | $15,912-99.7% | $269-80.1% |