Filed January 11, 2006
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 | $12,968 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,214 |
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 | $134,809 | $78,275+72.2% | $109,143+23.5% | $86,799+55.3% |
| Participation rate | 95.9% | 73.8%+22.1pp | 75.9%+20.0pp | 72.3%+23.6pp |
| Annual return | 14.64% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $835 | $3,105-73.1% | $3,722-77.6% | $2,405-65.3% |
| Participant deferral / active EE | $4,289 | $3,641+17.8% | $4,653-7.8% | $4,131+3.8% |
| Admin fee / account holder | $39 | $198-80.1% | $6,752-99.4% | $170-76.8% |