Filed September 20, 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 15 · EIN 04-2647786 | Recordkeeping | $82,538 |
STRATEGIC ADVISORS, INC.3+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $37,101 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $19,704 |
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 | $174,684 | $89,274+95.7% | $149,718+16.7% | $77,958+124.1% |
| Participation rate | 92.0% | 87.6%+4.4pp | 87.1%+4.9pp | 71.6%+20.3pp |
| Annual return | 27.77% | 20.36%+7.4pp | 1501.63%-1473.9pp | 20.87%+6.9pp |
| Employer contribution / active EE | $6,334 | $3,727+70.0% | $5,445+16.3% | $2,310+174.2% |
| Participant deferral / active EE | $9,315 | $5,382+73.1% | $6,569+41.8% | $3,537+163.4% |
| Admin fee / account holder | $79 | $240-67.2% | $11,283-99.3% | $97-19.2% |