Filed August 29, 2006 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,597 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,820 | $54,237+43.5% | $90,281-13.8% | $67,579+15.2% |
| Participation rate | 96.8% | 68.6%+28.2pp | 73.3%+23.5pp | 71.3%+25.5pp |
| Annual return | 24.48% | 37.27%-12.8pp | 78.10%-53.6pp | 378.56%-354.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,968 | $2,625+165.4% | $3,885+79.3% | $3,539+96.9% |
| Admin fee / account holder | $1 | $123-99.4% | $5,351-100.0% | $142-99.5% |