Filed April 26, 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 |
|---|---|---|
Filed as: M.GRIFFITHINC INVESTMENT SERVICES Service code 26 · EIN 15-0572901 | Advisory (Participants) | $14,566 |
Filed as: M.GRIFFITH INC Service code 26 · EIN 15-0572891 | Advisory (Participants) | $14,565 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,919 | $71,802+246.7% | $133,980+85.8% | $57,658+331.7% |
| Participation rate | 93.0% | 85.5%+7.5pp | 87.1%+5.9pp | 70.2%+22.7pp |
| Annual return | 8.35% | 13.51%-5.2pp | 29.30%-21.0pp | 5.13%+3.2pp |
| Employer contribution / active EE | $9,678 | $3,161+206.1% | $5,211+85.7% | $1,974+390.3% |
| Participant deferral / active EE | $13,796 | $4,606+199.5% | $6,282+119.6% | $3,061+350.8% |
| Admin fee / account holder | $2 | $88-97.8% | $9,324-100.0% | $95-97.9% |