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 | $421,491 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,284 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 16 P.O. BOX 748369 · LOS ANGELES, CA 90074 | Consulting | $105,500 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 16 · EIN 13-4008324 | Consulting | $55,940 |
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 | $126,141 | $117,238+7.6% | $87,100+44.8% | $82,204+53.4% |
| Participation rate | 84.9% | 87.2%-2.4pp | 76.9%+8.0pp | 73.4%+11.5pp |
| Annual return | 27.28% | 25.80%+1.5pp | 28.19%-0.9pp | 26.31%+1.0pp |
| Employer contribution / active EE | $1,599 | $3,535-54.8% | $2,521-36.6% | $2,707-40.9% |
| Participant deferral / active EE | $6,414 | $5,976+7.3% | $4,049+58.4% | $4,246+51.1% |
| Admin fee / account holder | $108 | $81+33.1% | $7,497-98.6% | $76+43.1% |