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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,026 |
DOPKINS & COMPANY, LLP1 year Filed as: DOPKINS & CO., LLP. Service code 10 · EIN 16-0929175 | Accounting | $12,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,734 | $65,708+19.8% | $76,817+2.5% | $77,787+1.2% |
| Participation rate | 83.8% | 79.0%+4.9pp | 72.1%+11.8pp | 73.2%+10.6pp |
| Annual return | 22.95% | 49.86%-26.9pp | 1166.11%-1143.2pp | 32.57%-9.6pp |
| Employer contribution / active EE | $854 | $2,167-60.6% | $2,302-62.9% | $2,504-65.9% |
| Participant deferral / active EE | $4,077 | $3,254+25.3% | $3,336+22.2% | $3,967+2.8% |
| Admin fee / account holder | $62 | $91-31.4% | $6,420-99.0% | $100-37.7% |