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 70 · EIN 59-3331424 | Consulting Fees | $35,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,930 |
BKD, LLP4+ years Filed as: BKD,LLP Service code 10 · EIN 44-0160260 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,025 |
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 | $111,690 | $48,261+131.4% | $68,793+62.4% | $55,725+100.4% |
| Participation rate | 98.2% | 71.0%+27.2pp | 72.2%+26.0pp | 70.9%+27.4pp |
| Annual return | -6.24% | -2.61%-3.6pp | -4.63%-1.6pp | 244.93%-251.2pp |
| Employer contribution / active EE | $4,645 | $1,742+166.6% | $2,625+77.0% | $2,078+123.5% |
| Participant deferral / active EE | $7,134 | $2,712+163.1% | $3,311+115.5% | $3,356+112.6% |
| Admin fee / account holder | $86 | $126-31.7% | $5,131-98.3% | $115-25.2% |