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 | $212,738 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $66,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,204 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $15,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,074 | $128,899-52.6% | $113,168-46.0% | $102,872-40.6% |
| Participation rate | 91.6% | 87.0%+4.5pp | 76.6%+15.0pp | 73.0%+18.5pp |
| Annual return | 16.70% | 15.88%+0.8pp | 24.27%-7.6pp | 19.06%-2.4pp |
| Employer contribution / active EE | $1,819 | $3,713-51.0% | $2,975-38.9% | $3,526-48.4% |
| Participant deferral / active EE | $6,845 | $6,787+0.9% | $5,107+34.0% | $5,535+23.7% |
| Admin fee / account holder | $109 | $129-15.7% | $12,068-99.1% | $292-62.7% |