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 |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC2 years Filed as: LJI WEALTH MANAGEMENT Service code 27 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $23,640 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 13 9465 COUNSELORS ROW, STE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $11,556 |
ERISA SMART2 years Service code 99 2419 E HARBOR BLVD, STE 163 · VENTURA, CA 93001 | Other Fees | $8,487 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,773 | $47,126-55.9% | $149,673-86.1% | $74,419-72.1% |
| Participation rate | 79.5% | 63.4%+16.1pp | 78.8%+0.8pp | 70.7%+8.8pp |
| Annual return | 11.87% | 22.75%-10.9pp | 134.42%-122.5pp | 34.38%-22.5pp |
| Employer contribution / active EE | $1,297 | $1,905-31.9% | $4,818-73.1% | $2,637-50.8% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $37 | $343-89.2% | $13,210-99.7% | $348-89.4% |