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 | $647,719 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $473,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,213 | $55,785-19.0% | $96,562-53.2% | $106,520-57.6% |
| Participation rate | 31.2% | 53.4%-22.1pp | 69.8%-38.6pp | 71.3%-40.1pp |
| Annual return | 12.95% | 17.66%-4.7pp | 37.78%-24.8pp | 19.28%-6.3pp |
| Employer contribution / active EE | $493 | $1,042-52.7% | $2,356-79.1% | $2,840-82.6% |
| Participant deferral / active EE | $1,111 | $1,782-37.7% | $3,849-71.1% | $4,948-77.5% |
| Admin fee / account holder | $71 | $59+20.2% | $6,181-98.9% | $75-5.3% |