Filed March 24, 2006
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 | $711,735 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $518,662 |
Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $39,750 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 16 · EIN 22-1478099 | Consulting | $24,500 |
Filed as: CAPTRUST Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $13,250 |
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 | $122,461 | $125,578-2.5% | $86,436+41.7% | $89,394+37.0% |
| Participation rate | 98.2% | 86.1%+12.0pp | 80.3%+17.9pp | 71.3%+26.9pp |
| Annual return | -18.51% | -16.42%-2.1pp | 4394.89%-4413.4pp | -11.89%-6.6pp |
| Employer contribution / active EE | $4,857 | $4,137+17.4% | $3,769+28.9% | $3,022+60.7% |
| Participant deferral / active EE | $11,568 | $9,976+16.0% | $6,952+66.4% | $5,123+125.8% |
| Admin fee / account holder | $90 | $94-4.6% | $6,731-98.7% | $79+13.1% |