Filed October 18, 2004
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: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $91,800 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,363 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $16,009 |
Employer contribution per participant 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 | $151,739 | $101,523+49.5% | $141,162+7.5% | $77,787+95.1% |
| Participation rate | 90.0% | 77.4%+12.6pp | 82.5%+7.5pp | 73.2%+16.8pp |
| Annual return | 25.01% | 56.22%-31.2pp | 71.39%-46.4pp | 32.57%-7.6pp |
| Employer contribution / active EE | $586 | $3,341-82.5% | $4,735-87.6% | $2,504-76.6% |
| Participant deferral / active EE | $10,299 | $6,434+60.1% | $6,709+53.5% | $3,967+159.6% |
| Admin fee / account holder | $119 | $92+29.6% | $10,261-98.8% | $100+18.6% |