Filed January 31, 2006
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 |
|---|---|---|
Service code 10 · EIN 13-0436940 | Accounting | $50,000 |
KELLEY DRYE & WARREN LLP1 year Service code 10 · EIN 13-5335107 | Accounting | $42,253 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,461 |
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 | $152,341 | $85,135+78.9% | $98,907+54.0% | $73,409+107.5% |
| Participation rate | 98.0% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.9pp |
| Annual return | 20.11% | 19.14%+1.0pp | 196.43%-176.3pp | 59.29%-39.2pp |
| Employer contribution / active EE | $8,233 | $2,721+202.6% | $2,689+206.2% | $2,234+268.6% |
| Participant deferral / active EE | $8,769 | $4,349+101.6% | $4,244+106.6% | $3,805+130.4% |
| Admin fee / account holder | $90 | $139-35.1% | $6,642-98.6% | $158-42.8% |