Filed January 28, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$349,753 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $207,766 | $80,354+158.6% | $133,980+55.1% | $63,975+224.8% |
| Participation rate | 96.5% | 87.5%+9.0pp | 87.1%+9.4pp | 71.1%+25.4pp |
| Annual return | 5.94% | 13.11%-7.2pp | 29.30%-23.4pp | 48.65%-42.7pp |
| Employer contribution / active EE | $5,005 | $3,503+42.9% | $5,211-4.0% | $2,182+129.4% |
| Participant deferral / active EE | $8,636 | $5,239+64.9% | $6,282+37.5% | $3,356+157.3% |
| Admin fee / account holder | $49 | $69-28.9% | $9,324-99.5% | $70-30.1% |