Filed May 5, 2005
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) | $249,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $241,874 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,139 |
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 | $108,912 | $78,852+38.1% | $76,768+41.9% | $75,289+44.7% |
| Participation rate | 96.2% | 85.0%+11.2pp | 77.0%+19.3pp | 72.4%+23.8pp |
| Annual return | -4.27% | -1.29%-3.0pp | 2.43%-6.7pp | -0.04%-4.2pp |
| Employer contribution / active EE | $4,690 | $2,794+67.8% | $2,485+88.7% | $2,405+95.0% |
| Participant deferral / active EE | $6,615 | $4,800+37.8% | $3,852+71.7% | $3,739+76.9% |
| Admin fee / account holder | $220 | $79+179.0% | $6,675-96.7% | $102+115.4% |