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 | $509,359 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,696 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,569 | $82,204-32.4% | $99,443-44.1% | $82,204-32.4% |
| Participation rate | 81.0% | 73.4%+7.6pp | 73.8%+7.2pp | 73.4%+7.6pp |
| Annual return | 19.06% | 26.31%-7.2pp | 30.72%-11.7pp | 26.31%-7.2pp |
| Employer contribution / active EE | $1,671 | $2,707-38.3% | $2,540-34.2% | $2,707-38.3% |
| Participant deferral / active EE | $3,073 | $4,246-27.6% | $3,619-15.1% | $4,246-27.6% |
| Admin fee / account holder | $64 | $76-14.9% | $6,250-99.0% | $76-14.9% |