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 | $79,409 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,014 |
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 | $89,348 | $56,095+59.3% | $178,490-49.9% | $90,288-1.0% |
| Participation rate | 95.5% | 65.6%+30.0pp | 81.9%+13.6pp | 73.4%+22.2pp |
| Annual return | 18.53% | 28.81%-10.3pp | 151.07%-132.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $3,616 | $1,572+129.9% | $5,011-27.8% | $2,524+43.2% |
| Participant deferral / active EE | $7,651 | $2,669+186.7% | $5,202+47.1% | $4,232+80.8% |
| Admin fee / account holder | $68 | $101-32.4% | $13,984-99.5% | $114-40.3% |