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 |
|---|---|---|
Service code 26 · EIN 15-0572901 | Advisory (Participants) | $147,695 |
Filed as: M.GRIFFITH INC Service code 26 · EIN 15-0572891 | Advisory (Participants) | $14,566 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,454 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,042 | $81,537+245.9% | $149,718+88.4% | $69,631+305.1% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.1%+9.8pp | 70.7%+26.2pp |
| Annual return | 18.42% | 22.79%-4.4pp | 1501.63%-1483.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $10,111 | $3,239+212.2% | $5,445+85.7% | $2,032+397.6% |
| Participant deferral / active EE | $14,932 | $4,994+199.0% | $6,569+127.3% | $3,224+363.2% |
| Admin fee / account holder | $124 | $107+15.8% | $11,283-98.9% | $110+12.1% |