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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,466 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 16 · EIN 20-1903821 | Consulting | $60,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $214,391 | $79,519+169.6% | $95,952+123.4% | $73,409+192.0% |
| Participation rate | 92.4% | 81.2%+11.3pp | 77.1%+15.4pp | 72.2%+20.3pp |
| Annual return | 13.02% | 19.20%-6.2pp | 91.61%-78.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,480 | $2,048-27.7% | $2,541-41.7% | $2,234-33.7% |
| Participant deferral / active EE | $5,235 | $4,138+26.5% | $4,167+25.6% | $3,805+37.6% |
| Admin fee / account holder | $317 | $184+71.8% | $6,795-95.3% | $158+100.6% |