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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,148 | $35,366-17.6% | $90,645-67.8% | $75,289-61.3% |
| Participation rate | 25.5% | 57.3%-31.8pp | 74.0%-48.5pp | 72.4%-46.9pp |
| Annual return | -6.63% | -2.19%-4.4pp | 1.88%-8.5pp | -0.04%-6.6pp |
| Employer contribution / active EE | $507 | $916-44.6% | $2,532-80.0% | $2,405-78.9% |
| Participant deferral / active EE | $1,069 | $1,998-46.5% | $3,425-68.8% | $3,739-71.4% |
| Admin fee / account holder | $25 | $59-57.5% | $4,994-99.5% | $102-75.5% |