Filed July 30, 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 |
|---|---|---|
Filed as: IFP ADVISORS - SHERICAN ROAD FINAN Service code 17 · EIN 59-3331424 | Pension Consulting | $35,000 |
BKD, LLP3+ years Filed as: BKD,LLP Service code 10 · EIN 44-0160260 | Accounting | $16,900 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,625 |
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 | $121,964 | $53,925+126.2% | $75,670+61.2% | $69,631+75.2% |
| Participation rate | 97.3% | 71.2%+26.1pp | 72.3%+25.0pp | 70.7%+26.6pp |
| Annual return | 20.76% | 17.84%+2.9pp | 27.34%-6.6pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $4,367 | $1,802+142.3% | $2,352+85.7% | $2,032+114.9% |
| Participant deferral / active EE | $6,542 | $2,569+154.6% | $3,142+108.2% | $3,224+102.9% |
| Admin fee / account holder | $82 | $97-16.1% | $5,800-98.6% | $110-26.2% |