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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,444 |
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 | $72,202 | $73,125-1.3% | $125,175-42.3% | $77,787-7.2% |
| Participation rate | 82.8% | 79.4%+3.4pp | 79.8%+3.0pp | 73.2%+9.6pp |
| Annual return | 25.44% | 24.71%+0.7pp | 43.79%-18.4pp | 32.57%-7.1pp |
| Employer contribution / active EE | $1,199 | $2,413-50.3% | $3,865-69.0% | $2,504-52.1% |
| Participant deferral / active EE | $4,621 | $3,966+16.5% | $4,937-6.4% | $3,967+16.5% |
| Admin fee / account holder | $32 | $89-64.5% | $9,702-99.7% | $100-68.3% |