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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,255 |
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 | $77,407 | $130,141-40.5% | $86,677-10.7% | $77,904-0.6% |
| Participation rate | 98.6% | 85.9%+12.6pp | 76.6%+22.0pp | 73.7%+24.9pp |
| Annual return | -17.12% | -12.75%-4.4pp | 35.91%-53.0pp | 12.21%-29.3pp |
| Employer contribution / active EE | $4,285 | $3,220+33.1% | $2,836+51.1% | $2,848+50.5% |
| Participant deferral / active EE | $5,382 | $5,757-6.5% | $4,656+15.6% | $4,806+12.0% |
| Admin fee / account holder | $37 | $132-72.2% | $7,493-99.5% | $133-72.4% |