Filed July 1, 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 5-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 | $259,191 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,799 |
RETIREMENT FUND MGMT5+ years Filed as: RETIREMENT FUND MANAGEMENT LLC Service code 27 · EIN 58-2223362 | Advisory (Plan) | $68,000 |
WINDHAM BRANNON5+ years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $18,000 |
SMITH, GAMBRELL & RUSSELL, LLP5+ years Service code 29 · EIN 58-0967450 | Legal | $7,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,649 | $128,899-7.2% | $113,168+5.7% | $102,872+16.3% |
| Participation rate | 88.8% | 87.0%+1.7pp | 76.6%+12.2pp | 73.0%+15.7pp |
| Annual return | 15.56% | 15.88%-0.3pp | 24.27%-8.7pp | 19.06%-3.5pp |
| Employer contribution / active EE | $4,721 | $3,713+27.2% | $2,975+58.7% | $3,526+33.9% |
| Participant deferral / active EE | $6,731 | $6,787-0.8% | $5,107+31.8% | $5,535+21.6% |
| Admin fee / account holder | $177 | $129+37.2% | $12,068-98.5% | $292-39.3% |