Filed March 17, 2006 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $167,442 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,494 | $102,872+139.6% | $100,534+145.2% | $102,872+139.6% |
| Participation rate | 97.5% | 73.0%+24.5pp | 80.6%+16.9pp | 73.0%+24.5pp |
| Annual return | 18.28% | 19.06%-0.8pp | 32.66%-14.4pp | 19.06%-0.8pp |
| Employer contribution / active EE | $9,792 | $3,526+177.7% | $4,346+125.3% | $3,526+177.7% |
| Participant deferral / active EE | $17,842 | $5,535+222.4% | $6,144+190.4% | $5,535+222.4% |
| Admin fee / account holder | $128 | $292-56.3% | $7,654-98.3% | $292-56.3% |