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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,620 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,523 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,407 | $61,272+98.1% | $149,673-18.9% | $71,457+69.9% |
| Participation rate | 82.6% | 62.5%+20.1pp | 78.8%+3.9pp | 67.9%+14.7pp |
| Annual return | 18.26% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,807 | $2,378+60.1% | $4,818-21.0% | $2,588+47.1% |
| Participant deferral / active EE | $6,990 | $2,917+139.6% | $5,680+23.1% | $4,289+63.0% |
| Admin fee / account holder | $65 | $1,261-94.9% | $13,210-99.5% | $1,587-95.9% |