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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,280 |
ANCHIN, BLOCK & ANCHIN LLP3 years Service code 10 · EIN 13-0436940 | Accounting | $42,000 |
KELLEY DRYE & WARREN LLP3 years Service code 29 · EIN 13-5335107 | Legal | $9,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,510 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,924 | $81,908+64.7% | $90,749+48.7% | $64,808+108.2% |
| Participation rate | 97.9% | 80.5%+17.4pp | 75.7%+22.2pp | 71.5%+26.4pp |
| Annual return | -19.49% | -12.53%-7.0pp | -12.16%-7.3pp | 32.82%-52.3pp |
| Employer contribution / active EE | $9,012 | $3,065+194.0% | $2,921+208.5% | $2,506+259.6% |
| Participant deferral / active EE | $9,490 | $4,840+96.1% | $4,564+107.9% | $4,310+120.2% |
| Admin fee / account holder | $67 | $157-57.6% | $8,445-99.2% | $188-64.5% |