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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $95,884 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,271 | $50,127+22.2% | $149,673-59.1% | $80,160-23.6% |
| Participation rate | 96.5% | 64.3%+32.3pp | 78.8%+17.8pp | 72.9%+23.6pp |
| Annual return | 26.79% | 29.82%-3.0pp | 134.42%-107.6pp | 40.38%-13.6pp |
| Employer contribution / active EE | $1,246 | $1,865-33.2% | $4,818-74.1% | $2,978-58.2% |
| Participant deferral / active EE | $4,742 | $3,194+48.5% | $5,680-16.5% | $5,017-5.5% |
| Admin fee / account holder | $59 | $153-61.2% | $13,210-99.6% | $145-59.1% |