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 | $247,705 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,813 |
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 | $65,689 | $46,219+42.1% | $89,391-26.5% | $90,288-27.2% |
| Participation rate | 41.4% | 44.9%-3.5pp | 68.0%-26.6pp | 73.4%-32.0pp |
| Annual return | 25.00% | 25.71%-0.7pp | 245.62%-220.6pp | 53.97%-29.0pp |
| Employer contribution / active EE | $641 | $953-32.8% | $2,586-75.2% | $2,524-74.6% |
| Participant deferral / active EE | $3,453 | $2,136+61.7% | $3,890-11.2% | $4,232-18.4% |
| Admin fee / account holder | $80 | $147-45.8% | $4,881-98.4% | $114-30.3% |