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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,118 |
COMPASS 360, LLC4 years Filed as: COMPASS FINANCIAL PARTNERS Service code 16 · EIN 04-3046611 | Consulting | $13,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$154,534 |
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 | $396,579 | $111,608+255.3% | $177,821+123.0% | $73,409+440.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 18.99% | 18.23%+0.8pp | 48.32%-29.3pp | 59.29%-40.3pp |
| Employer contribution / active EE | $13,621 | $3,796+258.8% | $5,918+130.2% | $2,234+509.8% |
| Participant deferral / active EE | $11,413 | $6,199+84.1% | $7,714+47.9% | $3,805+199.9% |
| Admin fee / account holder | -$248 | $166-249.6% | $12,427-102.0% | $158-256.9% |