Filed January 6, 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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,265 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 16 PO BOX 780216 · PHILADELPHIA, PA 191780216 | Consulting | $5,000 |
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 | $62,873 | $78,852-20.3% | $76,768-18.1% | $75,289-16.5% |
| Participation rate | 99.1% | 85.0%+14.1pp | 77.0%+22.1pp | 72.4%+26.6pp |
| Annual return | 19.59% | -1.29%+20.9pp | 2.43%+17.2pp | -0.04%+19.6pp |
| Employer contribution / active EE | $3,586 | $2,794+28.3% | $2,485+44.3% | $2,405+49.1% |
| Participant deferral / active EE | $4,279 | $4,800-10.9% | $3,852+11.1% | $3,739+14.4% |
| Admin fee / account holder | $33 | $79-57.7% | $6,675-99.5% | $102-67.4% |