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 LLC3+ years Filed as: MONETA GROUP Service code 16 · EIN 20-1903821 | Consulting | $60,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,116 |
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 | $192,656 | $73,404+162.5% | $87,100+121.2% | $67,579+185.1% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.9%+12.1pp | 71.3%+17.7pp |
| Annual return | 18.94% | 48.29%-29.3pp | 28.19%-9.2pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,440 | $2,014-28.5% | $2,521-42.9% | $2,148-32.9% |
| Participant deferral / active EE | $5,066 | $3,913+29.5% | $4,049+25.1% | $3,539+43.1% |
| Admin fee / account holder | $292 | $142+106.1% | $7,497-96.1% | $142+105.1% |