Filed July 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 |
|---|---|---|
LAMCO ADVISORY SERVICES2 years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 16 · EIN 05-0462357 | Consulting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,257 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,488 | $101,523-62.1% | $141,162-72.7% | $77,787-50.5% |
| Participation rate | 61.3% | 77.4%-16.1pp | 82.5%-21.2pp | 73.2%-11.9pp |
| Annual return | 23.92% | 56.22%-32.3pp | 71.39%-47.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $720 | $3,341-78.4% | $4,735-84.8% | $2,504-71.2% |
| Participant deferral / active EE | $2,593 | $6,434-59.7% | $6,709-61.4% | $3,967-34.7% |
| Admin fee / account holder | $67 | $92-26.3% | $10,261-99.3% | $100-32.6% |