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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $277,661 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $57,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,342,619 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,339 | $95,918+178.7% | $151,611+76.3% | $77,904+243.2% |
| Participation rate | 94.1% | 88.7%+5.4pp | 87.5%+6.6pp | 73.7%+20.4pp |
| Annual return | -18.98% | -5.50%-13.5pp | 3.33%-22.3pp | 12.21%-31.2pp |
| Employer contribution / active EE | $6,001 | $4,330+38.6% | $6,166-2.7% | $2,848+110.7% |
| Participant deferral / active EE | $10,404 | $7,508+38.6% | $8,363+24.4% | $4,806+116.5% |
| Admin fee / account holder | -$110 | $93-217.7% | $11,616-100.9% | $133-182.8% |