Filed January 6, 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 |
|---|---|---|
COMPASS 360, LLC3 years Filed as: COMPASS FINANCIAL PARTNERS Service code 16 · EIN 04-3046611 | Consulting | $55,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,356 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $334,146 | $88,515+277.5% | $162,163+106.1% | $67,579+394.5% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.2pp | 71.3%+28.5pp |
| Annual return | 23.87% | 27.04%-3.2pp | 115.59%-91.7pp | 378.56%-354.7pp |
| Employer contribution / active EE | $13,667 | $3,563+283.6% | $5,614+143.5% | $2,148+536.4% |
| Participant deferral / active EE | $11,771 | $5,724+105.6% | $7,298+61.3% | $3,539+232.6% |
| Admin fee / account holder | $58 | $124-53.3% | $10,843-99.5% | $142-59.4% |