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 | $2,418,960 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,307,871 |
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 | $57,061 | $46,969+21.5% | $154,107-63.0% | $73,367-22.2% |
| Participation rate | 98.4% | 72.4%+26.0pp | 83.0%+15.4pp | 69.5%+28.9pp |
| Annual return | -2.87% | 821.68%-824.5pp | 735.12%-738.0pp | 173.45%-176.3pp |
| Employer contribution / active EE | $2,383 | $1,723+38.3% | $5,298-55.0% | $2,499-4.6% |
| Participant deferral / active EE | $3,694 | $3,162+16.8% | $5,081-27.3% | $4,033-8.4% |
| Admin fee / account holder | $102 | $47+119.3% | $13,411-99.2% | $68+49.5% |