Filed January 17, 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 8-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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $94,960 |
Filed as: SEABRIDGE WEALTH MANAGEMENT LLC DBA Service code 99 · EIN 45-2514987 | Other Fees | $22,019 |
CHERRY BEKAERT LLP3 years Service code 10 · EIN 56-0574444 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,671 | $56,095-11.5% | $178,490-72.2% | $90,288-45.0% |
| Participation rate | 47.8% | 65.6%-17.8pp | 81.9%-34.1pp | 73.4%-25.6pp |
| Annual return | 13.12% | 28.81%-15.7pp | 151.07%-138.0pp | 53.97%-40.8pp |
| Employer contribution / active EE | $55 | $1,572-96.5% | $5,011-98.9% | $2,524-97.8% |
| Participant deferral / active EE | $2,521 | $2,669-5.5% | $5,202-51.5% | $4,232-40.4% |
| Admin fee / account holder | $196 | $101+94.8% | $13,984-98.6% | $114+71.9% |