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 | $403,596 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $288,407 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $31,250 |
Form 5500 reported that benefits due were not provided when due.
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 | $109,164 | $67,512+61.7% | $185,823-41.3% | $93,030+17.3% |
| Participation rate | 95.1% | 67.1%+27.9pp | 81.7%+13.4pp | 73.9%+21.2pp |
| Annual return | 14.86% | 21.04%-6.2pp | 122.05%-107.2pp | 158.70%-143.8pp |
| Employer contribution / active EE | $4,191 | $1,783+135.0% | $5,167-18.9% | $2,706+54.9% |
| Participant deferral / active EE | $8,560 | $3,035+182.0% | $5,568+53.7% | $4,562+87.6% |
| Admin fee / account holder | $130 | $318-59.1% | $16,237-99.2% | $152-14.3% |