Filed September 29, 2006 (most recent of 3 filings on file)
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,887 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $97,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,569 |
MCM CPAS & ADVISORS LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $24,600 |
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 | $338,432 | $176,491+91.8% | $95,952+252.7% | $90,288+274.8% |
| Participation rate | 99.9% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 14.35% | 20.14%-5.8pp | 91.61%-77.3pp | 53.97%-39.6pp |
| Employer contribution / active EE | $5,080 | $2,789+82.2% | $2,541+99.9% | $2,524+101.3% |
| Participant deferral / active EE | $12,215 | $5,340+128.8% | $4,167+193.1% | $4,232+188.6% |
| Admin fee / account holder | $186 | $154+20.9% | $6,795-97.3% | $114+63.3% |