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 | $186,725 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $66,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,908 |
REHMANN ROBSON3 years Filed as: REHMANN LLC Service code 16 · EIN 38-3567911 | Consulting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,408 | $104,697-48.0% | $96,544-43.6% | $80,160-32.1% |
| Participation rate | 94.6% | 86.4%+8.3pp | 76.0%+18.7pp | 72.9%+21.7pp |
| Annual return | 18.56% | 21.78%-3.2pp | 25.84%-7.3pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,787 | $3,536-49.5% | $2,965-39.7% | $2,978-40.0% |
| Participant deferral / active EE | $6,229 | $6,188+0.7% | $4,851+28.4% | $5,017+24.2% |
| Admin fee / account holder | $99 | $107-6.8% | $8,252-98.8% | $145-31.4% |