Filed February 26, 2004
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 60 · EIN 04-2647786 | Sub-TA Fees | $171,018 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,633 |
Filed as: ALTMAN CRONIN LLP Service code 10 · EIN 94-3253397 | Accounting | $31,965 |
KUTAK ROCK LLP2+ years Service code 10 · EIN 47-0597598 | Accounting | $25,830 |
WIPFLI LLP2+ years Filed as: WIPFLI Service code 16 · EIN 39-0758449 | Consulting | $15,200 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 10 · EIN 36-2235791 | Accounting | $13,518 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $13,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,877 | $26,033+57.0% | $74,583-45.2% | $329,111-87.6% |
| Participation rate | 16.5% | 26.0%-9.5pp | 68.1%-51.6pp | 67.9%-51.4pp |
| Annual return | 8.54% | 33.64%-25.1pp | 20.47%-11.9pp | 16.35%-7.8pp |
| Employer contribution / active EE | $109 | $317-65.6% | $2,525-95.7% | $2,303-95.3% |
| Participant deferral / active EE | $895 | $825+8.5% | $3,458-74.1% | $3,682-75.7% |
| Admin fee / account holder | $35 | $62-44.3% | $4,138-99.2% | $754-95.4% |