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 | $323,754 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,321 | $37,317+32.2% | $77,024-36.0% | $77,904-36.7% |
| Participation rate | 47.7% | 46.9%+0.8pp | 67.9%-20.2pp | 73.7%-26.0pp |
| Annual return | -18.72% | -5.88%-12.8pp | 42.32%-61.0pp | 12.21%-30.9pp |
| Employer contribution / active EE | $865 | $1,218-29.0% | $2,812-69.3% | $2,848-69.6% |
| Participant deferral / active EE | $4,807 | $2,564+87.5% | $4,426+8.6% | $4,8060% |
| Admin fee / account holder | $89 | $126-29.4% | $5,425-98.4% | $133-33.0% |