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 | $195,165 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $66,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,526 |
REHMANN ROBSON4 years Filed as: REHMANN LLC Service code 16 · EIN 38-3567911 | Consulting | $20,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,481 | $110,299-53.3% | $102,423-49.7% | $199,593-74.2% |
| Participation rate | 86.9% | 86.3%+0.6pp | 76.5%+10.4pp | 72.0%+14.9pp |
| Annual return | 15.38% | 35.73%-20.4pp | 29.32%-13.9pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,650 | $3,603-54.2% | $3,023-45.4% | $3,034-45.6% |
| Participant deferral / active EE | $5,513 | $6,376-13.5% | $5,053+9.1% | $5,087+8.4% |
| Admin fee / account holder | $97 | $122-20.3% | $9,451-99.0% | $269-63.8% |