Filed January 7, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,826 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $33,806 |
COLEMAN & WILLIAMS, LTD.1 year Filed as: COLEMAN & WILLIAMS LTD Service code 10 · EIN 39-1658905 | Accounting | $18,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,868 | $155,364+93.7% | $103,476+190.8% | $77,643+287.5% |
| Participation rate | 95.1% | 85.5%+9.6pp | 80.5%+14.5pp | 70.6%+24.5pp |
| Annual return | 15.42% | 19.02%-3.6pp | 23.90%-8.5pp | 31.24%-15.8pp |
| Employer contribution / active EE | $5,436 | $5,949-8.6% | $4,672+16.4% | $2,726+99.4% |
| Participant deferral / active EE | $14,622 | $8,482+72.4% | $6,623+120.8% | $4,647+214.6% |
| Admin fee / account holder | $212 | $503-57.9% | $9,413-97.7% | $430-50.8% |