Filed March 29, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,473 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $27,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,979 |
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 | $79,716 | $44,989+77.2% | $170,442-53.2% | $77,958+2.3% |
| Participation rate | 92.4% | 64.6%+27.8pp | 83.6%+8.8pp | 71.6%+20.8pp |
| Annual return | 16.46% | 19.61%-3.1pp | 205.93%-189.5pp | 20.87%-4.4pp |
| Employer contribution / active EE | $3,187 | $1,466+117.4% | $5,433-41.3% | $2,310+38.0% |
| Participant deferral / active EE | $5,767 | $2,208+161.2% | $4,939+16.7% | $3,537+63.1% |
| Admin fee / account holder | $20 | $69-70.6% | $13,880-99.9% | $97-79.2% |