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 | $409,377 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $123,547 |
MEADEN & MOORE, LTD.3+ years Filed as: MEADEN MOORE Service code 16 · EIN 34-1818258 | Consulting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,087 | $100,921-9.7% | $82,313+10.7% | $177,276-48.6% |
| Participation rate | 92.3% | 86.9%+5.3pp | 76.9%+15.4pp | 74.8%+17.4pp |
| Annual return | 15.96% | 20.33%-4.4pp | 25.88%-9.9pp | 21.25%-5.3pp |
| Employer contribution / active EE | $3,100 | $3,145-1.4% | $2,428+27.7% | $2,479+25.1% |
| Participant deferral / active EE | $4,164 | $5,192-19.8% | $3,706+12.4% | $3,881+7.3% |
| Admin fee / account holder | $80 | $64+25.4% | $5,608-98.6% | $154-47.8% |