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 | $178,366 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,866 |
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 | $200,402 | $187,277+7.0% | $112,977+77.4% | $90,288+122.0% |
| Participation rate | 98.2% | 91.6%+6.6pp | 82.6%+15.6pp | 73.4%+24.8pp |
| Annual return | 9.45% | 26.33%-16.9pp | 24.24%-14.8pp | 53.97%-44.5pp |
| Employer contribution / active EE | $7,364 | $5,263+39.9% | $4,255+73.1% | $2,524+191.8% |
| Participant deferral / active EE | $11,988 | $8,833+35.7% | $5,836+105.4% | $4,232+183.2% |
| Admin fee / account holder | $140 | $102+37.7% | $6,294-97.8% | $114+22.6% |