Filed October 18, 2004 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $79,200 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $49,662 |
BEACON CREDIT UNION1 year Service code 49 · EIN 35-6025844 | Other Services | $6,930 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 04-4016026 | Accounting | $6,930 |
NIXON PEABODY LLP2 years Filed as: NIXON-PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $0 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 7.17% | 8.17%-1.0pp | 9.14%-2.0pp | 7.65%-0.5pp |
| Employer contribution / active EE | $11,696 | $17,261-32.2% | $40,544-71.2% | $20,599-43.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |