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 | $410,908 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,729 |
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $96,563 |
KBF CPAS LLP1 year Filed as: KBF CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 82-1030164 | Accounting | $17,000 |
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 | $92,859 | $45,000+106.4% | $143,757-35.4% | $77,904+19.2% |
| Participation rate | 95.8% | 66.8%+29.0pp | 80.3%+15.5pp | 73.7%+22.1pp |
| Annual return | -15.00% | 29.03%-44.0pp | -0.04%-15.0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $4,316 | $1,870+130.9% | $4,951-12.8% | $2,848+51.6% |
| Participant deferral / active EE | $9,180 | $3,157+190.8% | $5,637+62.8% | $4,806+91.0% |
| Admin fee / account holder | $138 | $98+40.2% | $14,673-99.1% | $133+4.1% |