Filed August 4, 2006 (most recent of 3 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,124 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $775 |
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 | $40,522 | $63,905-36.6% | $74,183-45.4% | $57,658-29.7% |
| Participation rate | 96.4% | 79.8%+16.6pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 8.22% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,136 | $1,840-38.3% | $2,370-52.1% | $1,974-42.5% |
| Participant deferral / active EE | $2,314 | $3,448-32.9% | $3,550-34.8% | $3,061-24.4% |
| Admin fee / account holder | $7 | $91-92.7% | $5,586-99.9% | $95-93.0% |