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 | $143,980 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,425 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $13,278 |
Participant contribution per participant 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 | $25,407 | $47,456-46.5% | $172,739-85.3% | $77,787-67.3% |
| Participation rate | 94.0% | 66.3%+27.8pp | 82.6%+11.4pp | 73.2%+20.8pp |
| Annual return | 21.05% | 35.57%-14.5pp | 802.84%-781.8pp | 32.57%-11.5pp |
| Employer contribution / active EE | $254 | $1,574-83.9% | $5,143-95.1% | $2,504-89.9% |
| Participant deferral / active EE | $443 | $2,560-82.7% | $5,198-91.5% | $3,967-88.8% |
| Admin fee / account holder | $44 | $81-45.6% | $13,954-99.7% | $100-56.1% |