Filed August 1, 2006 (most recent of 3 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 6-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 19 · EIN 51-0396365 | Securities Custodian | $814,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,139 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,270 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $44,063 | $73,283-39.9% | $155,509-71.7% | $106,382-58.6% |
| Participation rate | 93.4% | 73.3%+20.1pp | 78.2%+15.2pp | 69.9%+23.5pp |
| Annual return | 12.48% | 15.77%-3.3pp | 64.67%-52.2pp | 17.37%-4.9pp |
| Employer contribution / active EE | $2,276 | $2,247+1.3% | $4,672-51.3% | $3,364-32.3% |
| Participant deferral / active EE | $3,842 | $4,580-16.1% | $5,626-31.7% | $5,569-31.0% |
| Admin fee / account holder | $48 | $56-15.2% | $15,912-99.7% | $79-39.9% |