Filed June 14, 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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $374,694 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $110,131 |
MEADEN & MOORE, LTD.2+ years Filed as: MEADEN MOORE Service code 10 · EIN 34-1818258 | Accounting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,753 | $88,581-7.7% | $74,183+10.2% | $65,292+25.2% |
| Participation rate | 93.7% | 86.2%+7.5pp | 76.6%+17.1pp | 72.4%+21.2pp |
| Annual return | 12.36% | 11.72%+0.6pp | 17.74%-5.4pp | 11.84%+0.5pp |
| Employer contribution / active EE | $3,065 | $3,021+1.5% | $2,370+29.3% | $2,302+33.2% |
| Participant deferral / active EE | $4,030 | $4,898-17.7% | $3,550+13.5% | $3,579+12.6% |
| Admin fee / account holder | $76 | $60+27.0% | $5,586-98.6% | $57+32.4% |