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 | $493,539 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,425 | $93,223-34.1% | $104,607-41.3% | $93,223-34.1% |
| Participation rate | 82.5% | 74.9%+7.6pp | 74.1%+8.5pp | 74.9%+7.6pp |
| Annual return | 16.43% | 19.29%-2.9pp | 340.46%-324.0pp | 19.29%-2.9pp |
| Employer contribution / active EE | $2,045 | $2,680-23.7% | $2,681-23.7% | $2,680-23.7% |
| Participant deferral / active EE | $3,485 | $4,563-23.6% | $3,740-6.8% | $4,563-23.6% |
| Admin fee / account holder | $62 | $79-21.9% | $6,473-99.0% | $79-21.9% |