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 | $895,662 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $507,116 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,907 | $47,540-20.3% | $79,550-52.3% | $89,394-57.6% |
| Participation rate | 30.2% | 54.9%-24.7pp | 69.5%-39.3pp | 71.3%-41.1pp |
| Annual return | -14.94% | -8.05%-6.9pp | 0.16%-15.1pp | -11.89%-3.1pp |
| Employer contribution / active EE | $483 | $1,122-56.9% | $2,413-80.0% | $3,022-84.0% |
| Participant deferral / active EE | $1,155 | $1,961-41.1% | $3,985-71.0% | $5,123-77.5% |
| Admin fee / account holder | $77 | $59+31.9% | $6,832-98.9% | $79-2.7% |