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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$661,885 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,783 | $95,776+180.6% | $162,163+65.7% | $77,787+245.5% |
| Participation rate | 98.0% | 88.6%+9.4pp | 87.6%+10.5pp | 73.2%+24.8pp |
| Annual return | 21.56% | 37.03%-15.5pp | 115.59%-94.0pp | 32.57%-11.0pp |
| Employer contribution / active EE | $5,649 | $3,874+45.8% | $5,614+0.6% | $2,504+125.6% |
| Participant deferral / active EE | $9,615 | $6,125+57.0% | $7,298+31.7% | $3,967+142.4% |
| Admin fee / account holder | -$4 | $88-104.6% | $10,843-100.0% | $100-104.0% |