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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $96,003 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOUTTE & TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $43,600 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,362 |
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 | $111,282 | $57,570+93.3% | $121,098-8.1% | $80,160+38.8% |
| Participation rate | 96.2% | 58.8%+37.4pp | 69.5%+26.7pp | 72.9%+23.3pp |
| Annual return | 18.76% | 20.42%-1.7pp | 985.75%-967.0pp | 40.38%-21.6pp |
| Employer contribution / active EE | $3,478 | $2,119+64.1% | $4,164-16.5% | $2,978+16.8% |
| Participant deferral / active EE | $9,082 | $3,092+193.7% | $4,080+122.6% | $5,017+81.0% |
| Admin fee / account holder | $76 | $121-37.5% | $5,644-98.7% | $145-47.8% |