Filed October 24, 2006 (most recent of 4 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 | $8,015 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,029 |
Form 5500 reported that benefits due were not provided when due.
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 | $63,582 | $46,173+37.7% | $170,442-62.7% | $69,631-8.7% |
| Participation rate | 95.2% | 63.9%+31.3pp | 83.6%+11.6pp | 70.7%+24.5pp |
| Annual return | 21.10% | 21.62%-0.5pp | 205.93%-184.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $3,214 | $1,610+99.7% | $5,433-40.8% | $2,032+58.2% |
| Participant deferral / active EE | $6,402 | $2,080+207.8% | $4,939+29.6% | $3,224+98.6% |
| Admin fee / account holder | $12 | $116-89.5% | $13,880-99.9% | $110-89.0% |