Filed January 6, 2006
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 |
|---|---|---|
ADVISORNET FINANCIAL1 year Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S · MINNEAPOLIS, MN 55415 | Advisory (Plan) | $7,414 |
Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 7300 METRO BLVD · EDINA, MN 55439 | Contract Administrator | $5,221 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DR · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $1,445 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,099 | $73,638-71.3% | $95,952-78.0% | $73,488-71.3% |
| Participation rate | 86.6% | 76.2%+10.5pp | 77.1%+9.5pp | 70.7%+15.9pp |
| Annual return | 19.41% | 16.78%+2.6pp | 91.61%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $909 | $1,863-51.2% | $2,541-64.2% | $2,270-60.0% |
| Participant deferral / active EE | $1,004 | $3,617-72.2% | $4,167-75.9% | $3,740-73.1% |
| Admin fee / account holder | $37 | $482-92.3% | $6,795-99.5% | $513-92.8% |