Filed September 18, 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 9-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 | $576,977 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $253,661 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,307 | $178,759+98.8% | $102,438+246.8% | $106,408+233.9% |
| Participation rate | 98.1% | 91.3%+6.8pp | 76.5%+21.6pp | 69.9%+28.2pp |
| Annual return | 78.45% | 17.23%+61.2pp | 29.37%+49.1pp | 17.37%+61.1pp |
| Employer contribution / active EE | $12,613 | $5,750+119.4% | $3,024+317.2% | $3,361+275.2% |
| Participant deferral / active EE | $29,012 | $9,466+206.5% | $5,054+474.1% | $5,567+421.2% |
| Admin fee / account holder | $77 | $62+24.1% | $9,448-99.2% | $79-2.6% |