Filed May 17, 2005
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $78,978 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $28,754 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,353 | $70,115-41.0% | $70,515-41.4% | $80,160-48.4% |
| Participation rate | 27.9% | 71.7%-43.7pp | 68.3%-40.4pp | 72.9%-45.0pp |
| Annual return | 19.93% | 134.51%-114.6pp | 32.77%-12.8pp | 40.38%-20.5pp |
| Employer contribution / active EE | $574 | $3,021-81.0% | $2,973-80.7% | $2,978-80.7% |
| Participant deferral / active EE | $1,649 | $4,495-63.3% | $4,567-63.9% | $5,017-67.1% |
| Admin fee / account holder | $121 | $112+7.6% | $6,412-98.1% | $145-16.7% |