Filed February 21, 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) | $6,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,065 | $27,641+139.0% | $61,373+7.6% | $68,494-3.5% |
| Participation rate | 92.2% | 39.5%+52.7pp | 52.6%+39.7pp | 67.9%+24.3pp |
| Annual return | -16.76% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,091 | $695+631.9% | $1,159+339.1% | $2,596+96.1% |
| Participant deferral / active EE | $903 | $1,263-28.5% | $2,125-57.5% | $4,027-77.6% |
| Admin fee / account holder | $56 | $2,010-97.2% | $2,130-97.4% | $5,403-99.0% |