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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $355,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $351,338 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $45,100 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC Service code 16 · EIN 13-4008324 | Consulting | $36,830 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $157,541 | $118,464+33.0% | $96,544+63.2% | $103,482+52.2% |
| Participation rate | 87.3% | 89.0%-1.7pp | 76.0%+11.4pp | 73.3%+14.1pp |
| Annual return | 19.71% | 18.79%+0.9pp | 25.84%-6.1pp | 33.11%-13.4pp |
| Employer contribution / active EE | $2,718 | $4,210-35.4% | $2,965-8.3% | $3,208-15.3% |
| Participant deferral / active EE | $8,916 | $7,277+22.5% | $4,851+83.8% | $5,207+71.2% |
| Admin fee / account holder | $66 | $81-18.3% | $8,252-99.2% | $114-42.0% |