Filed October 18, 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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: SHERIDAN ROAD Service code 27 · EIN 13-4284240 | Advisory (Plan) | $23,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,847 | $73,638-60.8% | $95,952-69.9% | $73,488-60.7% |
| Participation rate | 80.7% | 76.2%+4.5pp | 77.1%+3.6pp | 70.7%+10.0pp |
| Annual return | 11.90% | 16.78%-4.9pp | 91.61%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,698 | $1,863-8.9% | $2,541-33.2% | $2,270-25.2% |
| Participant deferral / active EE | $2,208 | $3,617-39.0% | $4,167-47.0% | $3,740-41.0% |
| Admin fee / account holder | $132 | $482-72.7% | $6,795-98.1% | $513-74.3% |