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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,777 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,943 |
Service code 16 · EIN 26-0058143 | Consulting | $43,761 |
PORTFOLIO EVALUATIONS, INC.5 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $28,750 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $28,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $259,305 | $72,254+258.9% | $86,677+199.2% | $64,808+300.1% |
| Participation rate | 90.6% | 80.4%+10.2pp | 76.6%+14.1pp | 71.5%+19.2pp |
| Annual return | -18.46% | 392.42%-410.9pp | 35.91%-54.4pp | 32.82%-51.3pp |
| Employer contribution / active EE | $8,297 | $2,393+246.7% | $2,836+192.5% | $2,506+231.1% |
| Participant deferral / active EE | $13,212 | $4,658+183.6% | $4,656+183.8% | $4,310+206.5% |
| Admin fee / account holder | $192 | $174+10.4% | $7,493-97.4% | $188+2.2% |