Filed October 18, 2004 (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 37 · EIN 04-2647786 | Loan Processing | $263,876 |
Service code 16 · EIN 82-1434504 | Consulting | $96,943 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,542 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,348 | $112,623-28.7% | $106,213-24.4% | $199,593-59.7% |
| Participation rate | 86.3% | 86.2%+0.1pp | 75.3%+11.1pp | 72.0%+14.4pp |
| Annual return | 14.70% | 15.57%-0.9pp | 116.14%-101.4pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,304 | $4,575-49.6% | $3,171-27.3% | $3,034-24.1% |
| Participant deferral / active EE | $4,878 | $6,659-26.8% | $5,016-2.8% | $5,087-4.1% |
| Admin fee / account holder | $83 | $107-22.1% | $11,033-99.2% | $269-69.0% |