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 | $68,739 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,746 |
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 | $54,900 | $80,211-31.6% | $74,183-26.0% | $63,975-14.2% |
| Participation rate | 96.7% | 84.2%+12.5pp | 76.6%+20.0pp | 71.1%+25.5pp |
| Annual return | 8.05% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $2,141 | $2,553-16.2% | $2,370-9.7% | $2,182-1.9% |
| Participant deferral / active EE | $5,359 | $4,370+22.6% | $3,550+51.0% | $3,356+59.7% |
| Admin fee / account holder | $23 | $67-66.0% | $5,586-99.6% | $70-67.5% |