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 | $32,634 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,404 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,900 |
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 | $28,772 | $56,095-48.7% | $178,490-83.9% | $90,288-68.1% |
| Participation rate | 93.6% | 65.6%+28.0pp | 81.9%+11.7pp | 73.4%+20.2pp |
| Annual return | 12.81% | 28.81%-16.0pp | 151.07%-138.3pp | 53.97%-41.2pp |
| Employer contribution / active EE | $207 | $1,572-86.8% | $5,011-95.9% | $2,524-91.8% |
| Participant deferral / active EE | $457 | $2,669-82.9% | $5,202-91.2% | $4,232-89.2% |
| Admin fee / account holder | $20 | $101-80.3% | $13,984-99.9% | $114-82.6% |