Filed December 22, 2005 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $161,410 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 16 · EIN 04-2654524 | Consulting | $71,624 |
MCSOLEY MCCOY & CO3 years Service code 10 · EIN 03-0327374 | Accounting | $15,000 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,936 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,297 | $53,136+113.2% | $155,509-27.1% | $199,593-43.2% |
| Participation rate | 94.7% | 64.1%+30.6pp | 78.2%+16.5pp | 72.0%+22.7pp |
| Annual return | 12.66% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $2,798 | $1,851+51.1% | $4,672-40.1% | $3,034-7.8% |
| Participant deferral / active EE | $5,639 | $3,161+78.4% | $5,626+0.2% | $5,087+10.8% |
| Admin fee / account holder | $90 | $185-51.6% | $15,912-99.4% | $269-66.6% |