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 8-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 Filed as: MONETA GROUP Service code 16 · EIN 20-1903821 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,466 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,950 | $69,305+165.4% | $82,313+123.5% | $69,631+164.2% |
| Participation rate | 94.3% | 80.3%+14.1pp | 76.9%+17.4pp | 70.7%+23.6pp |
| Annual return | 0.00% | 21.47%-21.5pp | 25.88%-25.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $646 | $1,887-65.8% | $2,428-73.4% | $2,032-68.2% |
| Participant deferral / active EE | $2,220 | $3,568-37.8% | $3,706-40.1% | $3,224-31.1% |
| Admin fee / account holder | $102 | $97+4.6% | $5,608-98.2% | $110-7.9% |