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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,875 |
DOPKINS & COMPANY, LLP6 years Service code 10 · EIN 16-0929175 | Accounting | $41,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,634 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,572 | $73,034+22.6% | $77,163+16.1% | $80,160+11.7% |
| Participation rate | 88.4% | 78.1%+10.3pp | 69.6%+18.8pp | 72.9%+15.5pp |
| Annual return | 22.00% | 18.56%+3.4pp | 37.87%-15.9pp | 40.38%-18.4pp |
| Employer contribution / active EE | $980 | $2,779-64.7% | $2,535-61.3% | $2,978-67.1% |
| Participant deferral / active EE | $5,276 | $4,140+27.4% | $3,833+37.6% | $5,017+5.1% |
| Admin fee / account holder | $85 | $104-17.7% | $5,472-98.4% | $145-41.1% |