Filed December 6, 2005
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $280,652 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $161,065 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,367 | $41,850+104.0% | $96,562-11.6% | $101,517-15.9% |
| Participation rate | 96.1% | 58.3%+37.8pp | 69.8%+26.2pp | 74.6%+21.5pp |
| Annual return | 14.95% | 16.51%-1.6pp | 37.78%-22.8pp | 21.00%-6.0pp |
| Employer contribution / active EE | $1,486 | $929+60.0% | $2,356-36.9% | $2,973-50.0% |
| Participant deferral / active EE | $6,774 | $1,934+250.2% | $3,849+76.0% | $4,873+39.0% |
| Admin fee / account holder | $68 | $73-6.6% | $6,181-98.9% | $139-51.3% |