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 |
|---|---|---|
Filed as: LJI WEALTH MANAGEMENT Service code 27 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $20,723 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS LTD Service code 13 9465 COUNSELORS ROW, STE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $8,184 |
ERISA SMART1 year Service code 99 2419 E HARBOR BLVD, STE 163 · VENTURA, CA 93001 | Other Fees | $6,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,197 | $46,292-58.5% | $143,757-86.6% | $64,808-70.4% |
| Participation rate | 88.2% | 64.2%+24.0pp | 80.3%+7.9pp | 71.5%+16.7pp |
| Annual return | -11.69% | -10.05%-1.6pp | -0.04%-11.7pp | 32.82%-44.5pp |
| Employer contribution / active EE | $1,315 | $1,910-31.2% | $4,951-73.4% | $2,506-47.5% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $25 | $154-83.6% | $14,673-99.8% | $188-86.6% |