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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,881 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER, LLC Service code 16 · EIN 01-0523282 | Consulting | $21,500 |
Service code 16 · EIN 20-2021915 | Consulting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,831 |
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 | $71,750 | $56,095+27.9% | $178,490-59.8% | $90,288-20.5% |
| Participation rate | 90.0% | 65.6%+24.4pp | 81.9%+8.0pp | 73.4%+16.6pp |
| Annual return | 15.80% | 28.81%-13.0pp | 151.07%-135.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $1,326 | $1,572-15.7% | $5,011-73.5% | $2,524-47.5% |
| Participant deferral / active EE | $3,952 | $2,669+48.1% | $5,202-24.0% | $4,232-6.6% |
| Admin fee / account holder | $22 | $101-78.2% | $13,984-99.8% | $114-80.8% |