Filed June 7, 2006 (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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 17 9265 COUNSELORS ROW SUITE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $14,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $0 |
THURSTON SPRINGER MILLER2 years Service code 26 · EIN 35-1493200 | Advisory (Participants) | $0 |
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 | $19,737 | $37,196-46.9% | $154,107-87.2% | $55,725-64.6% |
| Participation rate | 79.7% | 64.1%+15.6pp | 83.0%-3.4pp | 70.9%+8.8pp |
| Annual return | -3.43% | 1319.68%-1323.1pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,793 | $1,614+11.1% | $5,298-66.2% | $2,078-13.7% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $23 | $102-77.6% | $13,411-99.8% | $115-80.2% |