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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,188 |
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 | $71,151 | $80,005-11.1% | $140,016-49.2% | $55,725+27.7% |
| Participation rate | 97.5% | 87.0%+10.5pp | 87.5%+10.0pp | 70.9%+26.6pp |
| Annual return | -5.84% | 0.46%-6.3pp | 651.12%-657.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,492 | $3,403+32.0% | $5,606-19.9% | $2,078+116.1% |
| Participant deferral / active EE | $7,161 | $5,264+36.0% | $6,927+3.4% | $3,356+113.4% |
| Admin fee / account holder | $37 | $116-68.4% | $10,705-99.7% | $115-68.3% |