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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,570 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT Service code 16 · EIN 20-3287389 | Consulting | $8,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,737 | $65,118-32.8% | $76,768-43.0% | $55,725-21.5% |
| Participation rate | 99.3% | 79.6%+19.7pp | 77.0%+22.3pp | 70.9%+28.4pp |
| Annual return | -6.41% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,281 | $1,941-34.0% | $2,485-48.5% | $2,078-38.4% |
| Participant deferral / active EE | $3,714 | $3,688+0.7% | $3,852-3.6% | $3,356+10.7% |
| Admin fee / account holder | $29 | $116-75.3% | $6,675-99.6% | $115-75.2% |