Filed July 10, 2006
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,285 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $31,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,569 |
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 | $41,067 | $61,125-32.8% | $108,579-62.2% | $63,975-35.8% |
| Participation rate | 97.8% | 80.5%+17.3pp | 79.6%+18.3pp | 71.1%+26.7pp |
| Annual return | 8.87% | 14.06%-5.2pp | -51.70%+60.6pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,257 | $2,237-43.8% | $3,758-66.6% | $2,182-42.4% |
| Participant deferral / active EE | $3,863 | $3,574+8.1% | $4,311-10.4% | $3,356+15.1% |
| Admin fee / account holder | $50 | $72-30.0% | $7,645-99.3% | $70-28.5% |