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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,047 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 16 P.O. BOX 748369 · LOS ANGELES, CA 90074 | Consulting | $41,505 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTANTS, INC. Service code 10 2377 CRENSHAW BLVD · TORRANCE, CA 90501 | Accounting | $36,418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,877 | $100,921+12.8% | $82,313+38.3% | $177,276-35.8% |
| Participation rate | 83.1% | 86.9%-3.9pp | 76.9%+6.2pp | 74.8%+8.3pp |
| Annual return | 20.91% | 20.33%+0.6pp | 25.88%-5.0pp | 21.25%-0.3pp |
| Employer contribution / active EE | $1,352 | $3,145-57.0% | $2,428-44.3% | $2,479-45.5% |
| Participant deferral / active EE | $5,780 | $5,192+11.3% | $3,706+56.0% | $3,881+49.0% |
| Admin fee / account holder | $38 | $64-40.5% | $5,608-99.3% | $154-75.2% |