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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $121,631 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOUTTE & TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $43,956 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,039 | $52,525+84.8% | $117,472-17.4% | $77,904+24.6% |
| Participation rate | 56.1% | 61.6%-5.5pp | 70.6%-14.5pp | 73.7%-17.6pp |
| Annual return | -44.17% | -13.76%-30.4pp | 29.74%-73.9pp | 12.21%-56.4pp |
| Employer contribution / active EE | $2,862 | $2,166+32.1% | $4,176-31.5% | $2,848+0.5% |
| Participant deferral / active EE | $7,544 | $3,087+144.4% | $4,070+85.3% | $4,806+57.0% |
| Admin fee / account holder | $101 | $99+1.6% | $5,645-98.2% | $133-23.9% |