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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,792 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
FIDUCIENT ADVISORS LLC1 year Service code 26 · EIN 36-4001764 | Advisory (Participants) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,423 |
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 | $74,722 | $50,127+49.1% | $149,673-50.1% | $80,160-6.8% |
| Participation rate | 95.6% | 64.3%+31.3pp | 78.8%+16.9pp | 72.9%+22.7pp |
| Annual return | 18.70% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,917 | $1,865+2.8% | $4,818-60.2% | $2,978-35.6% |
| Participant deferral / active EE | $5,427 | $3,194+69.9% | $5,680-4.5% | $5,017+8.2% |
| Admin fee / account holder | $10 | $153-93.3% | $13,210-99.9% | $145-92.9% |