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 | $158,539 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,526 |
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 | $67,199 | $88,730-24.3% | $82,313-18.4% | $77,958-13.8% |
| Participation rate | 94.5% | 84.5%+9.9pp | 76.9%+17.6pp | 71.6%+22.8pp |
| Annual return | 20.10% | 20.88%-0.8pp | 25.88%-5.8pp | 20.87%-0.8pp |
| Employer contribution / active EE | $2,159 | $2,758-21.7% | $2,428-11.1% | $2,310-6.6% |
| Participant deferral / active EE | $5,559 | $4,634+20.0% | $3,706+50.0% | $3,537+57.2% |
| Admin fee / account holder | $49 | $74-33.6% | $5,608-99.1% | $97-49.6% |