Filed May 7, 2007 (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 |
|---|---|---|
Filed as: STRATEGIC BENEFITS ADVISORS INC Service code 11 · EIN 03-0415817 | Actuarial | $190,932 |
Filed as: MORGAN STANLEY Service code 17 · EIN 11-3658445 | Pension Consulting | $87,799 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE INVESTMENT ADVISORS Service code 17 · EIN 74-2798841 | Pension Consulting | $49,875 |
AGEEFISHERBARRETT, LLC1 year Filed as: EC BARRETT LLC Service code 10 · EIN 93-2107924 | Accounting | $18,200 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 69.42% | 7.22%+62.2pp | 6.78%+62.6pp | 8.21%+61.2pp |
| Employer contribution / active EE | $0 | $12,542-100.0% | $25,154-100.0% | $13,842-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |