Filed December 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) | $134,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,717 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,561 | $44,989-9.8% | $170,442-76.2% | $77,958-48.0% |
| Participation rate | 96.7% | 64.6%+32.1pp | 83.6%+13.1pp | 71.6%+25.0pp |
| Annual return | 17.81% | 19.61%-1.8pp | 205.93%-188.1pp | 20.87%-3.1pp |
| Employer contribution / active EE | $2,995 | $1,466+104.2% | $5,433-44.9% | $2,310+29.6% |
| Participant deferral / active EE | $3,174 | $2,208+43.8% | $4,939-35.7% | $3,537-10.3% |
| Admin fee / account holder | $56 | $69-19.2% | $13,880-99.6% | $97-42.8% |