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.5 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,123,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,465,695 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $117,214 |
COMPSIGHT, LLC5 years Service code 15 · EIN 47-3578822 | Recordkeeping | $114,113 |
Service code 16 · EIN 33-0818667 | Consulting | $72,000 |
CURCIO WEBB5 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $40,000 |
MARUDAS GRAPHICS, INC.8+ years Filed as: MARUDAS GRAPHICS, INC Service code 15 · EIN 41-1952419 | Recordkeeping | $14,032 |
Filed as: QDRO CONSULTANTS Service code 29 · EIN 34-1820650 | Legal | $10,500 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS Service code 15 · EIN 13-4041496 | Recordkeeping | $10,005 |
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 | $197,104 | $118,441+66.4% | $151,611+30.0% | $89,394+120.5% |
| Participation rate | 97.8% | 88.0%+9.8pp | 87.5%+10.3pp | 71.3%+26.5pp |
| Annual return | -13.38% | -9.10%-4.3pp | 3.33%-16.7pp | -11.89%-1.5pp |
| Employer contribution / active EE | $4,395 | $4,770-7.9% | $6,166-28.7% | $3,022+45.4% |
| Participant deferral / active EE | $9,791 | $7,648+28.0% | $8,363+17.1% | $5,123+91.1% |
| Admin fee / account holder | $97 | $90+8.4% | $11,616-99.2% | $79+22.3% |