Filed April 12, 2007 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $477,474 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,560 |
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 | $50,652 | $68,904-26.5% | $90,645-44.1% | $68,904-26.5% |
| Participation rate | 74.2% | 74.1%+0.1pp | 74.0%+0.2pp | 74.1%+0.1pp |
| Annual return | -2.94% | 1.07%-4.0pp | 1.88%-4.8pp | 1.07%-4.0pp |
| Employer contribution / active EE | $1,513 | $2,540-40.4% | $2,532-40.2% | $2,540-40.4% |
| Participant deferral / active EE | $2,688 | $4,015-33.1% | $3,425-21.5% | $4,015-33.1% |
| Admin fee / account holder | $58 | $71-19.2% | $4,994-98.8% | $71-19.2% |