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 | $140,445 |
SAGE ADVISORY SERVICES7 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $68,051 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,072 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH Service code 29 · EIN 36-2152202 | Legal | $14,177 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,004 | $110,299+148.4% | $102,423+167.5% | $199,593+37.3% |
| Participation rate | 97.5% | 86.3%+11.3pp | 76.5%+21.0pp | 72.0%+25.6pp |
| Annual return | 18.00% | 35.73%-17.7pp | 29.32%-11.3pp | 34.25%-16.3pp |
| Employer contribution / active EE | $13,415 | $3,603+272.3% | $3,023+343.7% | $3,034+342.1% |
| Participant deferral / active EE | $14,116 | $6,376+121.4% | $5,053+179.4% | $5,087+177.5% |
| Admin fee / account holder | $178 | $122+46.0% | $9,451-98.1% | $269-33.6% |