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 | $403,367 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,856 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 16 10960 WILSHIRE BOULEVARD · LOS ANGELS, CA 90024 | Consulting | $23,100 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 16 · EIN 13-4008324 | Consulting | $19,500 |
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 | $147,589 | $124,049+19.0% | $95,952+53.8% | $93,223+58.3% |
| Participation rate | 86.7% | 88.4%-1.7pp | 77.1%+9.6pp | 74.9%+11.8pp |
| Annual return | 18.69% | 22.17%-3.5pp | 91.61%-72.9pp | 19.29%-0.6pp |
| Employer contribution / active EE | $1,741 | $3,478-49.9% | $2,541-31.5% | $2,680-35.0% |
| Participant deferral / active EE | $7,342 | $6,147+19.4% | $4,167+76.2% | $4,563+60.9% |
| Admin fee / account holder | $89 | $73+22.3% | $6,795-98.7% | $79+12.3% |