Filed March 22, 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 | $12,819 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,900 | $37,245-11.7% | $94,993-65.4% | $77,958-57.8% |
| Participation rate | 27.8% | 56.5%-28.7pp | 73.9%-46.1pp | 71.6%-43.9pp |
| Annual return | 20.54% | 22.72%-2.2pp | 27.12%-6.6pp | 20.87%-0.3pp |
| Employer contribution / active EE | $370 | $894-58.6% | $2,603-85.8% | $2,310-84.0% |
| Participant deferral / active EE | $1,093 | $1,828-40.2% | $3,317-67.0% | $3,537-69.1% |
| Admin fee / account holder | $29 | $59-51.1% | $4,960-99.4% | $97-70.3% |