Filed December 10, 2005
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 | $1,186,906 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,182,421 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $57,642 |
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 | $151,528 | $164,350-7.8% | $95,952+57.9% | $106,222+42.7% |
| Participation rate | 99.0% | 90.5%+8.5pp | 77.1%+21.9pp | 70.8%+28.2pp |
| Annual return | 13.28% | 14.56%-1.3pp | 91.61%-78.3pp | 21.69%-8.4pp |
| Employer contribution / active EE | $7,012 | $4,292+63.4% | $2,541+175.9% | $2,723+157.5% |
| Participant deferral / active EE | $6,276 | $7,854-20.1% | $4,167+50.6% | $4,600+36.4% |
| Admin fee / account holder | $71 | $65+9.2% | $6,795-98.9% | $78-8.9% |