Filed January 13, 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,950 |
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 | $142,990 | $69,305+106.3% | $82,313+73.7% | $69,631+105.4% |
| Participation rate | 93.2% | 80.3%+13.0pp | 76.9%+16.3pp | 70.7%+22.5pp |
| Annual return | 21.13% | 21.47%-0.3pp | 25.88%-4.7pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $3,605 | $1,887+91.1% | $2,428+48.5% | $2,032+77.4% |
| Participant deferral / active EE | $12,006 | $3,568+236.4% | $3,706+224.0% | $3,224+272.4% |
| Admin fee / account holder | $21 | $97-78.7% | $5,608-99.6% | $110-81.3% |