Filed June 21, 2006
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,455 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $100,837 | $88,581+13.8% | $74,183+35.9% | $65,292+54.4% |
| Participation rate | 82.1% | 86.2%-4.1pp | 76.6%+5.5pp | 72.4%+9.7pp |
| Annual return | 9.60% | 11.72%-2.1pp | 17.74%-8.1pp | 11.84%-2.2pp |
| Employer contribution / active EE | $1,338 | $3,021-55.7% | $2,370-43.5% | $2,302-41.9% |
| Participant deferral / active EE | $5,683 | $4,898+16.0% | $3,550+60.1% | $3,579+58.8% |
| Admin fee / account holder | $25 | $60-57.6% | $5,586-99.5% | $57-55.8% |