Filed July 6, 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 | $61,858 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,177 |
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 | $48,179 | $71,957-33.0% | $67,652-28.8% | $59,188-18.6% |
| Participation rate | 96.6% | 82.7%+14.0pp | 75.7%+21.0pp | 69.4%+27.2pp |
| Annual return | 1.89% | 8.53%-6.6pp | 6625.04%-6623.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,928 | $2,432-20.7% | $2,266-14.9% | $2,098-8.1% |
| Participant deferral / active EE | $4,863 | $4,211+15.5% | $3,560+36.6% | $3,265+49.0% |
| Admin fee / account holder | $18 | $64-72.5% | $4,821-99.6% | $92-80.9% |