Filed December 15, 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 | $18,210 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,406 |
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 | $39,190 | $37,196+5.4% | $154,107-74.6% | $55,725-29.7% |
| Participation rate | 77.3% | 64.1%+13.2pp | 83.0%-5.7pp | 70.9%+6.4pp |
| Annual return | -2.93% | 1319.68%-1322.6pp | 735.12%-738.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $849 | $1,614-47.4% | $5,298-84.0% | $2,078-59.2% |
| Participant deferral / active EE | $2,169 | $2,068+4.9% | $5,081-57.3% | $3,356-35.4% |
| Admin fee / account holder | $37 | $102-63.1% | $13,411-99.7% | $115-67.5% |