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 | $128,879 |
Service code 10 · EIN 13-4008324 | Accounting | $75,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $29,384 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $26,107 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,467 | $82,546+102.9% | $140,016+19.6% | $75,289+122.4% |
| Participation rate | 97.9% | 88.4%+9.5pp | 87.5%+10.4pp | 72.4%+25.5pp |
| Annual return | -6.37% | -0.36%-6.0pp | 651.12%-657.5pp | -0.04%-6.3pp |
| Employer contribution / active EE | $9,564 | $3,856+148.0% | $5,606+70.6% | $2,405+297.7% |
| Participant deferral / active EE | $12,562 | $5,731+119.2% | $6,927+81.3% | $3,739+236.0% |
| Admin fee / account holder | $147 | $86+71.7% | $10,705-98.6% | $102+43.9% |