Filed August 5, 2006 (most recent of 3 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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,133 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $40,000 |
Service code 27 · EIN 58-1989013 | Advisory (Plan) | $36,750 |
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 | $71,445 | $407,990-82.5% | $121,196-41.1% | $75,289-5.1% |
| Participation rate | 94.1% | 59.5%+34.6pp | 71.7%+22.4pp | 72.4%+21.7pp |
| Annual return | -5.09% | 2.93%-8.0pp | 16.93%-22.0pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,594 | $1,846+40.6% | $4,022-35.5% | $2,405+7.9% |
| Participant deferral / active EE | $6,227 | $2,201+183.0% | $3,344+86.2% | $3,739+66.6% |
| Admin fee / account holder | $43 | $455-90.5% | $5,019-99.1% | $102-57.7% |