Filed October 10, 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 | $75,166 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,716 | $35,598+31.2% | $81,478-42.7% | $177,276-73.6% |
| Participation rate | 32.3% | 43.3%-11.0pp | 68.0%-35.6pp | 74.8%-42.5pp |
| Annual return | 22.71% | 22.81%-0.1pp | 38.78%-16.1pp | 21.25%+1.5pp |
| Employer contribution / active EE | $376 | $903-58.4% | $2,568-85.4% | $2,479-84.8% |
| Participant deferral / active EE | $2,208 | $1,276+73.1% | $3,537-37.6% | $3,881-43.1% |
| Admin fee / account holder | $33 | $82-59.5% | $4,561-99.3% | $154-78.5% |