Filed April 11, 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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,056 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,063 | $62,324+12.4% | $68,509+2.3% | $55,191+26.9% |
| Participation rate | 89.0% | 78.9%+10.1pp | 74.7%+14.2pp | 69.2%+19.8pp |
| Annual return | 0.59% | 4.26%-3.7pp | 8.27%-7.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $95 | $2,223-95.7% | $2,278-95.8% | $1,899-95.0% |
| Participant deferral / active EE | $3,397 | $3,425-0.8% | $3,382+0.4% | $3,046+11.5% |
| Admin fee / account holder | $37 | $91-59.9% | $5,275-99.3% | $91-59.6% |