Filed September 29, 2006 (most recent of 3 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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,878 |
ROCATON INVESTMENT ADVISORS, LLC8+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $34,637 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $27,500 |
MCM CPAS & ADVISORS LLP5 years Service code 10 · EIN 27-1235638 | Accounting | $25,300 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,378 | $130,141+139.3% | $86,677+259.2% | $77,904+299.7% |
| Participation rate | 99.0% | 85.9%+13.1pp | 76.6%+22.5pp | 73.7%+25.4pp |
| Annual return | -15.77% | -12.75%-3.0pp | 35.91%-51.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $4,670 | $3,220+45.0% | $2,836+64.6% | $2,848+64.0% |
| Participant deferral / active EE | $12,161 | $5,757+111.2% | $4,656+161.2% | $4,806+153.0% |
| Admin fee / account holder | $179 | $132+35.9% | $7,493-97.6% | $133+35.1% |