Filed September 28, 2006 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,969 |
Filed as: NEW ENGLAND PRIVATE WEALTH ADV Service code 16 · EIN 20-2021915 | Consulting | $12,000 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL& PARKER LLC Service code 16 · EIN 01-0523282 | Consulting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$96,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,236 | $67,512+24.8% | $185,823-54.7% | $93,030-9.5% |
| Participation rate | 96.4% | 67.1%+29.3pp | 81.7%+14.7pp | 73.9%+22.5pp |
| Annual return | 16.26% | 21.04%-4.8pp | 122.05%-105.8pp | 158.70%-142.4pp |
| Employer contribution / active EE | $1,711 | $1,783-4.1% | $5,167-66.9% | $2,706-36.8% |
| Participant deferral / active EE | $4,797 | $3,035+58.0% | $5,568-13.8% | $4,562+5.1% |
| Admin fee / account holder | -$5 | $318-101.5% | $16,237-100.0% | $152-103.2% |