Filed April 7, 2006 (most recent of 2 filings on file)
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 | $7,504 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,873 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,952 | $71,802+3.0% | $133,980-44.8% | $57,658+28.3% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.1%+10.2pp | 70.2%+27.1pp |
| Annual return | 10.63% | 13.51%-2.9pp | 29.30%-18.7pp | 5.13%+5.5pp |
| Employer contribution / active EE | $4,496 | $3,161+42.2% | $5,211-13.7% | $1,974+127.8% |
| Participant deferral / active EE | $6,875 | $4,606+49.3% | $6,282+9.4% | $3,061+124.6% |
| Admin fee / account holder | $27 | $88-69.2% | $9,324-99.7% | $95-71.4% |