Filed July 19, 2006
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 8-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 |
|---|---|---|
MONETA GROUP LLC2+ years Filed as: MONETA GROUP Service code 16 · EIN 20-1903821 | Consulting | $60,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,697 |
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 | $170,705 | $65,118+162.1% | $76,768+122.4% | $55,725+206.3% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.0%+11.2pp | 70.9%+17.3pp |
| Annual return | -3.31% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,010 | $1,941+3.5% | $2,485-19.1% | $2,078-3.3% |
| Participant deferral / active EE | $4,773 | $3,688+29.4% | $3,852+23.9% | $3,356+42.3% |
| Admin fee / account holder | $149 | $116+28.5% | $6,675-97.8% | $115+29.3% |