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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,410 |
DOPKINS & COMPANY, LLP3 years Service code 10 · EIN 16-0929175 | Accounting | $9,300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,353 | $72,066+21.2% | $81,930+6.6% | $90,288-3.3% |
| Participation rate | 82.9% | 78.9%+4.0pp | 72.0%+10.9pp | 73.4%+9.6pp |
| Annual return | 22.69% | 15.92%+6.8pp | 29.49%-6.8pp | 53.97%-31.3pp |
| Employer contribution / active EE | $904 | $2,335-61.3% | $4,310-79.0% | $2,524-64.2% |
| Participant deferral / active EE | $4,267 | $3,557+20.0% | $7,107-40.0% | $4,232+0.8% |
| Admin fee / account holder | $56 | $92-39.4% | $5,158-98.9% | $114-50.9% |