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 | $88,994 |
ADVUS FINANCIAL PARTNERS LLC2 years Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $60,960 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,520 |
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 | $73,462 | $95,274-22.9% | $135,903-45.9% | $74,419-1.3% |
| Participation rate | 77.8% | 78.2%-0.4pp | 81.9%-4.2pp | 70.7%+7.0pp |
| Annual return | 17.33% | 32.77%-15.4pp | 68.23%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,206 | $3,874-43.1% | $4,856-54.6% | $2,637-16.3% |
| Participant deferral / active EE | $8,183 | $7,782+5.2% | $7,758+5.5% | $4,528+80.7% |
| Admin fee / account holder | $198 | $266-25.4% | $10,762-98.2% | $348-43.0% |