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 | $390,062 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $211,852 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $34,647 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
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 | $97,705 | $56,095+74.2% | $178,490-45.3% | $90,288+8.2% |
| Participation rate | 95.7% | 65.6%+30.1pp | 81.9%+13.8pp | 73.4%+22.3pp |
| Annual return | 16.39% | 28.81%-12.4pp | 151.07%-134.7pp | 53.97%-37.6pp |
| Employer contribution / active EE | $3,674 | $1,572+133.6% | $5,011-26.7% | $2,524+45.5% |
| Participant deferral / active EE | $7,122 | $2,669+166.9% | $5,202+36.9% | $4,232+68.3% |
| Admin fee / account holder | $124 | $101+22.9% | $13,984-99.1% | $114+8.5% |