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 | $49,980 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,036 |
Filed as: AXA ADVISORS, LLC DBA EQUITABLE ADV Service code 27 · EIN 13-4071393 4801 GAILLARDIA PARKWAY · OKLAHOMA CITY, OK 73142 | Advisory (Plan) | $8,700 |
Filed as: MILLENNIUM INVESTMENTS & RETIREMENT Service code 20 3540 TORINGDON WAY · CHARLOTTE, NC 28277 | Trustee (individual) | $8,613 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,337 | $47,126+4.7% | $149,673-67.0% | $74,419-33.7% |
| Participation rate | 79.6% | 63.4%+16.2pp | 78.8%+0.9pp | 70.7%+8.9pp |
| Annual return | 21.31% | 22.75%-1.4pp | 134.42%-113.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $1,479 | $1,905-22.4% | $4,818-69.3% | $2,637-43.9% |
| Participant deferral / active EE | $3,048 | $2,728+11.8% | $5,680-46.3% | $4,528-32.7% |
| Admin fee / account holder | $81 | $343-76.4% | $13,210-99.4% | $348-76.7% |