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 | $2,002,641 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,196,809 |
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 | $62,032 | $53,684+15.6% | $170,442-63.6% | $80,976-23.4% |
| Participation rate | 98.9% | 69.2%+29.7pp | 83.6%+15.3pp | 68.3%+30.6pp |
| Annual return | 19.65% | 25.97%-6.3pp | 205.93%-186.3pp | 22.91%-3.3pp |
| Employer contribution / active EE | $2,473 | $1,642+50.6% | $5,433-54.5% | $2,402+2.9% |
| Participant deferral / active EE | $3,696 | $3,017+22.5% | $4,939-25.2% | $3,848-4.0% |
| Admin fee / account holder | $93 | $46+101.1% | $13,880-99.3% | $67+38.2% |