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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,346 |
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 | $86,091 | $81,537+5.6% | $149,718-42.5% | $69,631+23.6% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.1%+8.9pp | 70.7%+25.3pp |
| Annual return | 21.51% | 22.79%-1.3pp | 1501.63%-1480.1pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $4,465 | $3,239+37.9% | $5,445-18.0% | $2,032+119.7% |
| Participant deferral / active EE | $6,907 | $4,994+38.3% | $6,569+5.1% | $3,224+114.3% |
| Admin fee / account holder | $34 | $107-68.4% | $11,283-99.7% | $110-69.4% |