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 | $177,344 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $66,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,278 |
REHMANN ROBSON2 years Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $12,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,596 | $130,141-62.7% | $86,677-43.9% | $77,904-37.6% |
| Participation rate | 93.9% | 85.9%+7.9pp | 76.6%+17.3pp | 73.7%+20.2pp |
| Annual return | -15.72% | -12.75%-3.0pp | 35.91%-51.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,958 | $3,220-39.2% | $2,836-31.0% | $2,848-31.2% |
| Participant deferral / active EE | $5,614 | $5,757-2.5% | $4,656+20.6% | $4,806+16.8% |
| Admin fee / account holder | $105 | $132-20.0% | $7,493-98.6% | $133-20.5% |