Filed November 9, 2005 (most recent of 2 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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,469 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $55,000 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$263,205 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,333 | $73,404+261.5% | $87,100+204.6% | $67,579+292.6% |
| Participation rate | 88.1% | 80.9%+7.2pp | 76.9%+11.2pp | 71.3%+16.8pp |
| Annual return | 22.79% | 48.29%-25.5pp | 28.19%-5.4pp | 378.56%-355.8pp |
| Employer contribution / active EE | $7,512 | $2,014+273.0% | $2,521+197.9% | $2,148+249.8% |
| Participant deferral / active EE | $12,153 | $3,913+210.6% | $4,049+200.2% | $3,539+243.4% |
| Admin fee / account holder | -$56 | $142-139.9% | $7,497-100.8% | $142-139.7% |