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 | $107,709 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,956 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,058 | $91,372-9.1% | $129,995-36.1% | $74,419+11.6% |
| Participation rate | 84.5% | 77.8%+6.7pp | 78.5%+6.0pp | 70.7%+13.8pp |
| Annual return | 18.33% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,763 | $2,563-31.2% | $4,320-59.2% | $2,637-33.2% |
| Participant deferral / active EE | $5,564 | $4,721+17.9% | $5,820-4.4% | $4,528+22.9% |
| Admin fee / account holder | $157 | $283-44.7% | $10,614-98.5% | $348-54.9% |