Filed January 31, 2005 (most recent of 7 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,971 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $129,756 |
RVK, INC.5 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $76,125 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $37,500 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 16 · EIN 13-5656874 | Consulting | $34,874 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $7,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,791 | $122,693+49.8% | $184,203-0.2% | $199,593-7.9% |
| Participation rate | 98.5% | 86.8%+11.7pp | 86.8%+11.7pp | 72.0%+26.5pp |
| Annual return | 17.11% | 143.91%-126.8pp | 28.81%-11.7pp | 34.25%-17.1pp |
| Employer contribution / active EE | $4,222 | $4,584-7.9% | $6,427-34.3% | $3,034+39.2% |
| Participant deferral / active EE | $10,988 | $7,990+37.5% | $9,131+20.3% | $5,087+116.0% |
| Admin fee / account holder | $105 | $121-12.6% | $13,901-99.2% | $269-60.8% |