Filed January 6, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,059 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,955 |
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 | $50,476 | $74,498-32.2% | $94,224-46.4% | $59,188-14.7% |
| Participation rate | 77.1% | 76.8%+0.3pp | 78.8%-1.6pp | 69.4%+7.7pp |
| Annual return | 0.11% | 2.76%-2.7pp | 10.68%-10.6pp | 5.51%-5.4pp |
| Employer contribution / active EE | $909 | $2,077-56.2% | $3,587-74.7% | $2,098-56.7% |
| Participant deferral / active EE | $3,251 | $3,433-5.3% | $4,320-24.7% | $3,265-0.4% |
| Admin fee / account holder | $14 | $103-85.9% | $6,269-99.8% | $92-84.3% |