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 | $726,858 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $270,272 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL COMPASS FINANCIAL PA Service code 17 · EIN 95-2834236 | Pension Consulting | $67,775 |
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 | $44,379 | $100,179-55.7% | $84,015-47.2% | $89,569-50.5% |
| Participation rate | 35.3% | 54.1%-18.8pp | 69.0%-33.7pp | 69.6%-34.2pp |
| Annual return | 21.55% | 22.50%-1.0pp | 71.31%-49.8pp | 34.56%-13.0pp |
| Employer contribution / active EE | $476 | $816-41.7% | $1,983-76.0% | $2,584-81.6% |
| Participant deferral / active EE | $1,089 | $1,459-25.4% | $3,239-66.4% | $4,220-74.2% |
| Admin fee / account holder | $84 | $72+16.3% | $6,101-98.6% | $72+17.1% |