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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $278,344 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,040 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $31,295 |
Form 5500 reported that benefits due were not provided when due.
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 | $87,164 | $47,456+83.7% | $172,739-49.5% | $77,787+12.1% |
| Participation rate | 93.6% | 66.3%+27.3pp | 82.6%+10.9pp | 73.2%+20.4pp |
| Annual return | 21.40% | 35.57%-14.2pp | 802.84%-781.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $3,170 | $1,574+101.4% | $5,143-38.4% | $2,504+26.6% |
| Participant deferral / active EE | $6,239 | $2,560+143.8% | $5,198+20.0% | $3,967+57.3% |
| Admin fee / account holder | $95 | $81+17.7% | $13,954-99.3% | $100-4.9% |