Filed November 22, 2005 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,246,939 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $838,842 |
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 | $96,848 | $73,283+32.2% | $155,567-37.7% | $106,408-9.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.2%+19.8pp | 69.9%+28.1pp |
| Annual return | 14.48% | 15.76%-1.3pp | 64.74%-50.3pp | 17.37%-2.9pp |
| Employer contribution / active EE | $3,111 | $2,241+38.9% | $4,674-33.4% | $3,361-7.4% |
| Participant deferral / active EE | $5,280 | $4,567+15.6% | $5,628-6.2% | $5,567-5.2% |
| Admin fee / account holder | $61 | $56+8.6% | $15,916-99.6% | $79-23.3% |