Filed February 21, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,204 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 27 · EIN 13-3092377 | Advisory (Plan) | $28,500 |
RESNICK AMSTERDAM LESHNER1+ years Filed as: RESNICK AMSTERDAM LESHNER PC Service code 10 · EIN 23-2302222 | Accounting | $23,000 |
NIXON PEABODY LLP1+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $18,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,014 |
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 | $183,691 | $68,413+168.5% | $123,104+49.2% | $55,191+232.8% |
| Participation rate | 94.7% | 84.5%+10.2pp | 86.8%+8.0pp | 69.2%+25.6pp |
| Annual return | 2.32% | 6.30%-4.0pp | 13.22%-10.9pp | 10.78%-8.5pp |
| Employer contribution / active EE | $8,350 | $3,050+173.8% | $5,151+62.1% | $1,899+339.8% |
| Participant deferral / active EE | $11,061 | $4,490+146.3% | $6,230+77.6% | $3,046+263.1% |
| Admin fee / account holder | $28 | $88-68.1% | $9,015-99.7% | $91-69.1% |