Filed July 19, 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 3-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 |
|---|---|---|
MONETA GROUP LLC1+ years Service code 16 · EIN 20-1903821 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,549 | $72,770+113.8% | $67,652+129.9% | $55,191+181.8% |
| Participation rate | 96.8% | 78.8%+18.0pp | 75.7%+21.1pp | 69.2%+27.6pp |
| Annual return | 0.84% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,093 | $3,408-9.2% | $3,560-13.1% | $3,046+1.5% |
| Admin fee / account holder | $123 | $79+56.1% | $4,821-97.4% | $91+35.5% |