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 | $355,180 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $294,692 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $131,647 |
KBF CPAS LLP1 year 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 | $105,311 | $50,127+110.1% | $149,673-29.6% | $80,160+31.4% |
| Participation rate | 95.4% | 64.3%+31.1pp | 78.8%+16.6pp | 72.9%+22.4pp |
| Annual return | 18.26% | 29.82%-11.6pp | 134.42%-116.2pp | 40.38%-22.1pp |
| Employer contribution / active EE | $4,395 | $1,865+135.7% | $4,818-8.8% | $2,978+47.6% |
| Participant deferral / active EE | $9,240 | $3,194+189.3% | $5,680+62.7% | $5,017+84.2% |
| Admin fee / account holder | $134 | $153-11.9% | $13,210-99.0% | $145-7.2% |