Filed June 14, 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 | $49,096 |
Service code 16 · EIN 13-4008324 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,560 | $177,276-81.1% | $122,332-72.6% | $177,276-81.1% |
| Participation rate | 54.1% | 74.8%-20.8pp | 71.6%-17.6pp | 74.8%-20.8pp |
| Annual return | 18.12% | 21.25%-3.1pp | 30.27%-12.2pp | 21.25%-3.1pp |
| Employer contribution / active EE | $342 | $2,479-86.2% | $4,050-91.6% | $2,479-86.2% |
| Participant deferral / active EE | $1,415 | $3,881-63.5% | $3,287-56.9% | $3,881-63.5% |
| Admin fee / account holder | $17 | $154-88.7% | $5,478-99.7% | $154-88.7% |