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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $141,667 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,213 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $22,500 |
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 | $48,419 | $67,228-28.0% | $117,854-58.9% | $77,958-37.9% |
| Participation rate | 96.3% | 79.4%+16.9pp | 79.7%+16.6pp | 71.6%+24.6pp |
| Annual return | 21.78% | 19.13%+2.7pp | 335.08%-313.3pp | 20.87%+0.9pp |
| Employer contribution / active EE | $2,216 | $2,211+0.2% | $3,786-41.5% | $2,310-4.1% |
| Participant deferral / active EE | $4,417 | $3,653+20.9% | $4,482-1.5% | $3,537+24.9% |
| Admin fee / account holder | $82 | $76+7.6% | $8,020-99.0% | $97-16.3% |