Filed November 9, 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 6-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 |
|---|---|---|
STARFIRE INVESTMENT ADVISERS, INC.1+ years Service code 27 · EIN 38-3009093 | Advisory (Plan) | $94,629 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,185 | $88,324-31.9% | $115,037-47.7% | $55,191+9.0% |
| Participation rate | 99.4% | 72.5%+26.9pp | 81.4%+18.0pp | 69.2%+30.2pp |
| Annual return | -1.23% | 6.30%-7.5pp | 26.14%-27.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $9,190 | $2,805+227.6% | $4,608+99.5% | $1,899+384.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $111 | $105+5.8% | $8,175-98.6% | $91+22.8% |