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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $330,719 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $32,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,277,730 |
Form 5500 reported that benefits due were not provided when due.
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 | $307,542 | $112,686+172.9% | $169,993+80.9% | $80,160+283.7% |
| Participation rate | 98.9% | 87.4%+11.5pp | 87.0%+11.9pp | 72.9%+26.0pp |
| Annual return | 21.39% | 67.04%-45.7pp | 53.37%-32.0pp | 40.38%-19.0pp |
| Employer contribution / active EE | $7,111 | $4,481+58.7% | $6,785+4.8% | $2,978+138.8% |
| Participant deferral / active EE | $12,523 | $7,876+59.0% | $10,408+20.3% | $5,017+149.6% |
| Admin fee / account holder | -$89 | $99-189.6% | $12,815-100.7% | $145-161.3% |