Filed August 8, 2006 (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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,440 |
DOPKINS & COMPANY, LLP1 year Service code 10 · EIN 16-0929175 | Accounting | $12,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,759 | $77,559-10.1% | $68,793+1.4% | $75,289-7.3% |
| Participation rate | 82.9% | 78.3%+4.6pp | 72.2%+10.7pp | 72.4%+10.5pp |
| Annual return | -4.12% | -1.01%-3.1pp | -4.63%+0.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $811 | $1,993-59.3% | $2,625-69.1% | $2,405-66.3% |
| Participant deferral / active EE | $3,752 | $3,128+20.0% | $3,311+13.3% | $3,739+0.4% |
| Admin fee / account holder | $51 | $90-43.8% | $5,131-99.0% | $102-50.3% |