Filed September 15, 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,058 |
Filed as: MCDERMOTT WILL &EMERY Service code 16 · EIN 36-1453176 | Consulting | $7,275 |
NEPC, LLC1 year Filed as: NEPC,LLC Service code 16 · EIN 26-1429809 | Consulting | $7,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $302,763 | $53,684+464.0% | $170,442+77.6% | $80,976+273.9% |
| Participation rate | 11.7% | 69.2%-57.5pp | 83.6%-71.9pp | 68.3%-56.5pp |
| Annual return | 1170.43% | 25.97%+1144.5pp | 205.93%+964.5pp | 22.91%+1147.5pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $266 | $3,017-91.2% | $4,939-94.6% | $3,848-93.1% |
| Admin fee / account holder | $17 | $46-62.7% | $13,880-99.9% | $67-74.4% |