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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,716 |
HBK CPAS & CONSULTANTS2 years Filed as: HBK CPAS AND CONSULTANTS Service code 10 · EIN 34-1897225 | Accounting | $24,000 |
NIXON PEABODY LLP4+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $19,114 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,197 |
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 | $213,113 | $80,005+166.4% | $140,016+52.2% | $55,725+282.4% |
| Participation rate | 94.4% | 87.0%+7.4pp | 87.5%+6.9pp | 70.9%+23.5pp |
| Annual return | -3.41% | 0.46%-3.9pp | 651.12%-654.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $10,453 | $3,403+207.2% | $5,606+86.5% | $2,078+403.0% |
| Participant deferral / active EE | $11,210 | $5,264+113.0% | $6,927+61.8% | $3,356+234.1% |
| Admin fee / account holder | $78 | $116-32.5% | $10,705-99.3% | $115-32.2% |