Filed April 19, 2005
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 | $170,555 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $62,333 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,988 |
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,915 | $144,996-53.9% | $111,297-39.9% | $93,030-28.1% |
| Participation rate | 93.9% | 86.2%+7.8pp | 77.3%+16.6pp | 73.9%+20.0pp |
| Annual return | 14.99% | 18.26%-3.3pp | 54.65%-39.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $1,816 | $3,056-40.6% | $2,731-33.5% | $2,706-32.9% |
| Participant deferral / active EE | $5,478 | $5,587-2.0% | $4,487+22.1% | $4,562+20.1% |
| Admin fee / account holder | $127 | $103+22.6% | $7,964-98.4% | $152-16.3% |