Filed January 6, 2006 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $696,304 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,555 |
Form 5500 reported that benefits due were not provided when due.
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 | $50,808 | $67,679-24.9% | $155,509-67.3% | $99,062-48.7% |
| Participation rate | 94.0% | 67.2%+26.8pp | 78.2%+15.8pp | 71.6%+22.3pp |
| Annual return | 13.95% | 16.16%-2.2pp | 64.67%-50.7pp | 17.66%-3.7pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $5,745 | $3,828+50.1% | $5,626+2.1% | $5,331+7.8% |
| Admin fee / account holder | $67 | $94-28.4% | $15,912-99.6% | $109-38.4% |