Filed March 29, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,811 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,998 | $71,957+5.6% | $67,652+12.3% | $59,188+28.4% |
| Participation rate | 94.8% | 82.7%+12.1pp | 75.7%+19.1pp | 69.4%+25.3pp |
| Annual return | 0.51% | 8.53%-8.0pp | 6625.04%-6624.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $3,571 | $2,432+46.8% | $2,266+57.6% | $2,098+70.2% |
| Participant deferral / active EE | $4,016 | $4,211-4.6% | $3,560+12.8% | $3,265+23.0% |
| Admin fee / account holder | -$5 | $64-108.5% | $4,821-100.1% | $92-105.9% |