Filed July 20, 2006
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 9-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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $54,249 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,453 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION, INC Service code 15 · EIN 39-1884254 | Recordkeeping | $5,100 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $520 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,891 | $155,795-70.5% | $136,294-66.3% | $69,631-34.1% |
| Participation rate | 94.5% | 75.2%+19.2pp | 81.9%+12.5pp | 70.7%+23.8pp |
| Annual return | 15.45% | 232464.33%-232448.9pp | 5155.94%-5140.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $2,028 | $2,991-32.2% | $4,695-56.8% | $2,032-0.2% |
| Participant deferral / active EE | $6,386 | $5,394+18.4% | $6,247+2.2% | $3,224+98.1% |
| Admin fee / account holder | $11 | $128-91.6% | $9,243-99.9% | $110-90.2% |