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 | $346,055 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,794 |
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 | $57,533 | $103,482-44.4% | $95,745-39.9% | $103,482-44.4% |
| Participation rate | 88.5% | 73.3%+15.2pp | 72.3%+16.2pp | 73.3%+15.2pp |
| Annual return | 17.80% | 33.11%-15.3pp | 28.35%-10.6pp | 33.11%-15.3pp |
| Employer contribution / active EE | $2,161 | $3,208-32.6% | $2,835-23.8% | $3,208-32.6% |
| Participant deferral / active EE | $4,296 | $5,207-17.5% | $4,245+1.2% | $5,207-17.5% |
| Admin fee / account holder | $55 | $114-51.4% | $5,678-99.0% | $114-51.4% |