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 | $99,289 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,615 |
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 | $42,771 | $32,929+29.9% | $76,523-44.1% | $68,904-37.9% |
| Participation rate | 34.7% | 38.1%-3.4pp | 68.0%-33.3pp | 74.1%-39.4pp |
| Annual return | -4.98% | 7.15%-12.1pp | -0.27%-4.7pp | 1.07%-6.1pp |
| Employer contribution / active EE | $451 | $904-50.2% | $2,647-83.0% | $2,540-82.3% |
| Participant deferral / active EE | $2,486 | $1,310+89.8% | $3,835-35.2% | $4,015-38.1% |
| Admin fee / account holder | $42 | $93-55.2% | $4,848-99.1% | $71-41.5% |