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 | $498,423 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $318,597 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $42,000 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $24,550 |
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 | $137,864 | $106,087+30.0% | $86,677+59.1% | $78,044+76.6% |
| Participation rate | 86.4% | 89.6%-3.2pp | 76.6%+9.8pp | 74.4%+11.9pp |
| Annual return | -16.68% | -14.87%-1.8pp | 35.91%-52.6pp | 10.87%-27.6pp |
| Employer contribution / active EE | $2,579 | $4,110-37.3% | $2,836-9.1% | $3,125-17.5% |
| Participant deferral / active EE | $8,390 | $6,851+22.5% | $4,656+80.2% | $5,084+65.0% |
| Admin fee / account holder | $75 | $81-8.0% | $7,493-99.0% | $79-5.3% |