Filed September 21, 2006 (most recent of 2 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 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 | $1,184,160 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $308,972 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $77,580 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $19,778 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,256 | $58,202+13.8% | $172,739-61.6% | $89,569-26.0% |
| Participation rate | 78.9% | 72.8%+6.1pp | 82.6%-3.8pp | 69.6%+9.3pp |
| Annual return | 22.86% | 61.59%-38.7pp | 802.84%-780.0pp | 34.56%-11.7pp |
| Employer contribution / active EE | $2,661 | $1,759+51.3% | $5,143-48.3% | $2,584+3.0% |
| Participant deferral / active EE | $4,960 | $3,335+48.8% | $5,198-4.6% | $4,220+17.5% |
| Admin fee / account holder | $59 | $53+13.1% | $13,954-99.6% | $72-17.0% |