Filed February 24, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,269 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $57,076 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,751 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH Service code 29 · EIN 36-2152202 | Legal | $5,549 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,083 | $130,141+62.2% | $86,677+143.5% | $77,904+171.0% |
| Participation rate | 99.1% | 85.9%+13.2pp | 76.6%+22.6pp | 73.7%+25.5pp |
| Annual return | -13.01% | -12.75%-0.3pp | 35.91%-48.9pp | 12.21%-25.2pp |
| Employer contribution / active EE | $9,601 | $3,220+198.1% | $2,836+238.5% | $2,848+237.1% |
| Participant deferral / active EE | $11,713 | $5,757+103.4% | $4,656+151.6% | $4,806+143.7% |
| Admin fee / account holder | $143 | $132+8.9% | $7,493-98.1% | $133+8.2% |