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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $479,920 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,724 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 16 PO BOX 748369 · LOS ANGELES, CA 90074 | Consulting | $37,752 |
Service code 16 · EIN 13-4008324 | Consulting | $23,000 |
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 | $104,624 | $96,261+8.7% | $76,768+36.3% | $68,904+51.8% |
| Participation rate | 84.3% | 87.0%-2.7pp | 77.0%+7.3pp | 74.1%+10.1pp |
| Annual return | -3.67% | -0.85%-2.8pp | 2.43%-6.1pp | 1.07%-4.7pp |
| Employer contribution / active EE | $1,499 | $3,303-54.6% | $2,485-39.7% | $2,540-41.0% |
| Participant deferral / active EE | $6,205 | $5,537+12.1% | $3,852+61.1% | $4,015+54.5% |
| Admin fee / account holder | $104 | $73+43.1% | $6,675-98.4% | $71+46.2% |