Filed May 2, 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 26 · EIN 04-2654524 | Advisory (Participants) | $2,058,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,377,537 |
COMPSIGHT, LLC3 years Service code 15 · EIN 47-3578822 | Recordkeeping | $129,475 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $106,540 |
CURCIO WEBB3 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $40,000 |
TECHINTURE, INC6+ years Service code 15 · EIN 20-0820356 | Recordkeeping | $32,680 |
MARUDAS GRAPHICS, INC.3 years Service code 38 · EIN 41-1952419 | Participant Communication | $28,999 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $12,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,510 | $139,268+59.8% | $177,821+25.1% | $106,222+109.5% |
| Participation rate | 99.3% | 91.6%+7.7pp | 87.7%+11.6pp | 70.8%+28.5pp |
| Annual return | 16.14% | 17.20%-1.1pp | 48.32%-32.2pp | 21.69%-5.6pp |
| Employer contribution / active EE | $4,537 | $4,832-6.1% | $5,918-23.3% | $2,723+66.6% |
| Participant deferral / active EE | $9,604 | $7,227+32.9% | $7,714+24.5% | $4,600+108.8% |
| Admin fee / account holder | $100 | $97+2.7% | $12,427-99.2% | $78+26.9% |