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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $92,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,808 | $45,382-21.1% | $154,107-76.8% | $75,289-52.4% |
| Participation rate | 98.2% | 65.9%+32.3pp | 83.0%+15.1pp | 72.4%+25.7pp |
| Annual return | -5.92% | -0.47%-5.4pp | 735.12%-741.0pp | -0.04%-5.9pp |
| Employer contribution / active EE | $2,197 | $1,533+43.4% | $5,298-58.5% | $2,405-8.6% |
| Participant deferral / active EE | $3,286 | $2,384+37.8% | $5,081-35.3% | $3,739-12.1% |
| Admin fee / account holder | $60 | $89-33.2% | $13,411-99.6% | $102-41.6% |