Filed January 6, 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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,392 | $88,730-28.6% | $82,313-23.0% | $77,958-18.7% |
| Participation rate | 99.8% | 84.5%+15.3pp | 76.9%+22.9pp | 71.6%+28.1pp |
| Annual return | 19.21% | 20.88%-1.7pp | 25.88%-6.7pp | 20.87%-1.7pp |
| Employer contribution / active EE | $3,574 | $2,758+29.6% | $2,428+47.2% | $2,310+54.7% |
| Participant deferral / active EE | $4,260 | $4,634-8.1% | $3,706+14.9% | $3,537+20.5% |
| Admin fee / account holder | $25 | $74-66.5% | $5,608-99.6% | $97-74.5% |