Filed August 8, 2006 (most recent of 2 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 | $14,325 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,829 |
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 | $69,618 | $54,890+26.8% | $63,517+9.6% | $59,188+17.6% |
| Participation rate | 76.1% | 75.6%+0.6pp | 71.0%+5.1pp | 69.4%+6.7pp |
| Annual return | 3.72% | 4.56%-0.8pp | -70.30%+74.0pp | 5.51%-1.8pp |
| Employer contribution / active EE | $683 | $1,831-62.7% | $2,322-70.6% | $2,098-67.5% |
| Participant deferral / active EE | $2,905 | $2,803+3.6% | $2,953-1.7% | $3,265-11.0% |
| Admin fee / account holder | $31 | $66-53.6% | $5,892-99.5% | $92-66.7% |