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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,095 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,609 | $123,286-36.2% | $75,670+3.9% | $77,958+0.8% |
| Participation rate | 81.7% | 78.8%+2.9pp | 72.3%+9.3pp | 71.6%+10.0pp |
| Annual return | 20.33% | 20.45%-0.1pp | 27.34%-7.0pp | 20.87%-0.5pp |
| Employer contribution / active EE | $756 | $2,035-62.9% | $2,352-67.9% | $2,310-67.3% |
| Participant deferral / active EE | $3,432 | $3,095+10.9% | $3,142+9.2% | $3,537-2.9% |
| Admin fee / account holder | $31 | $144-78.3% | $5,800-99.5% | $97-67.9% |