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 | $1,864,342 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $761,076 |
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 | $72,075 | $83,057-13.2% | $143,757-49.9% | $89,394-19.4% |
| Participation rate | 99.2% | 74.0%+25.2pp | 80.3%+18.9pp | 71.3%+28.0pp |
| Annual return | -15.39% | -13.97%-1.4pp | -0.04%-15.3pp | -11.89%-3.5pp |
| Employer contribution / active EE | $2,884 | $2,095+37.7% | $4,951-41.7% | $3,022-4.6% |
| Participant deferral / active EE | $4,850 | $4,281+13.3% | $5,637-14.0% | $5,123-5.3% |
| Admin fee / account holder | $70 | $83-15.2% | $14,673-99.5% | $79-11.3% |