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 | $65,707 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,154 |
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 | $53,274 | $34,813+53.0% | $84,611-37.0% | $82,204-35.2% |
| Participation rate | 36.4% | 33.8%+2.6pp | 68.2%-31.8pp | 73.4%-37.0pp |
| Annual return | 28.91% | 44.87%-16.0pp | 258.74%-229.8pp | 26.31%+2.6pp |
| Employer contribution / active EE | $482 | $718-32.8% | $2,652-81.8% | $2,707-82.2% |
| Participant deferral / active EE | $2,759 | $1,334+106.9% | $3,899-29.2% | $4,246-35.0% |
| Admin fee / account holder | $32 | $107-69.7% | $4,912-99.3% | $76-57.3% |