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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,524 |
Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $56,935 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,205 |
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 | $53,396 | $82,202-35.0% | $125,339-57.4% | $64,808-17.6% |
| Participation rate | 74.6% | 77.9%-3.3pp | 82.4%-7.8pp | 71.5%+3.1pp |
| Annual return | -13.95% | 3.48%-17.4pp | 572.05%-586.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,667 | $3,615-53.9% | $4,814-65.4% | $2,506-33.5% |
| Participant deferral / active EE | $6,357 | $7,175-11.4% | $7,446-14.6% | $4,310+47.5% |
| Admin fee / account holder | $164 | $163+0.4% | $10,010-98.4% | $188-12.7% |