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 9-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) | $23,242 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS Service code 13 9465 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Contract Administrator | $20,978 |
ERISA SMART2 years Service code 99 2419 E HARBOR BLVD · VENTURA, CA 93001 | Other Fees | $8,321 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,170 | $47,126+4.3% | $149,673-67.1% | $74,419-33.9% |
| Participation rate | 85.3% | 63.4%+21.9pp | 78.8%+6.5pp | 70.7%+14.5pp |
| Annual return | 13.75% | 22.75%-9.0pp | 134.42%-120.7pp | 34.38%-20.6pp |
| Employer contribution / active EE | $616 | $1,905-67.7% | $4,818-87.2% | $2,637-76.7% |
| Participant deferral / active EE | $3,416 | $2,728+25.2% | $5,680-39.9% | $4,528-24.6% |
| Admin fee / account holder | $192 | $343-44.0% | $13,210-98.5% | $348-44.8% |