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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,319 |
MONETA GROUP LLC1 year Service code 16 · EIN 20-1903821 | Consulting | $45,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,116 | $72,254+132.7% | $86,677+94.0% | $64,808+159.4% |
| Participation rate | 96.2% | 80.4%+15.8pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | -13.93% | 392.42%-406.4pp | 35.91%-49.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,558 | $2,393-34.9% | $2,836-45.1% | $2,506-37.8% |
| Participant deferral / active EE | $5,370 | $4,658+15.3% | $4,656+15.3% | $4,310+24.6% |
| Admin fee / account holder | $239 | $174+37.7% | $7,493-96.8% | $188+27.5% |