Filed July 18, 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 |
|---|---|---|
PRECEPT ADVISORY GROUP6 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,141 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,577 | $79,184+124.3% | $102,438+73.4% | $74,546+138.2% |
| Participation rate | 78.5% | 74.8%+3.7pp | 76.5%+2.0pp | 67.2%+11.2pp |
| Annual return | 14.69% | 54.95%-40.3pp | 29.37%-14.7pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,233 | $2,362-5.5% | $3,024-26.2% | $2,624-14.9% |
| Participant deferral / active EE | $18,022 | $4,414+308.2% | $5,054+256.6% | $4,347+314.5% |
| Admin fee / account holder | $267 | $2,001-86.6% | $9,448-97.2% | $1,944-86.2% |