Filed May 22, 2006 (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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $360,054 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC RETIREMENT GROUP Service code 27 · EIN 59-4441424 | Advisory (Plan) | $87,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $68,188 | $44,989+51.6% | $170,442-60.0% | $77,958-12.5% |
| Participation rate | 74.4% | 64.6%+9.8pp | 83.6%-9.2pp | 71.6%+2.8pp |
| Annual return | 15.84% | 19.61%-3.8pp | 205.93%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,927 | $1,466+31.4% | $5,433-64.5% | $2,310-16.6% |
| Participant deferral / active EE | $2,993 | $2,208+35.6% | $4,939-39.4% | $3,537-15.4% |
| Admin fee / account holder | $183 | $69+164.8% | $13,880-98.7% | $97+87.5% |