Filed March 10, 2006 (most recent of 2 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 | $223,189 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,370 |
Service code 17 · EIN 22-3189064 | Pension Consulting | $65,000 |
Filed as: SCHWABE, WILLIAMSON & WYATT, P.C. Service code 29 · EIN 93-1130272 | Legal | $8,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $36,192 | $39,909-9.3% | $78,778-54.1% | $80,976-55.3% |
| Participation rate | 26.7% | 55.7%-29.0pp | 69.2%-42.5pp | 68.3%-41.6pp |
| Annual return | 54.33% | 23.47%+30.9pp | 35.62%+18.7pp | 22.91%+31.4pp |
| Employer contribution / active EE | $200 | $778-74.3% | $1,986-89.9% | $2,402-91.7% |
| Participant deferral / active EE | $579 | $1,359-57.4% | $2,958-80.4% | $3,848-84.9% |
| Admin fee / account holder | $20 | $50-60.1% | $5,134-99.6% | $67-70.6% |