Filed February 2, 2006 (most recent of 2 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $95,236 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 28 · EIN 34-1597728 | Investment Management | $46,803 |
Service code 28 · EIN 06-1055669 | Investment Management | $25,025 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 19.23% | 13.59%+5.6pp | 12.90%+6.3pp | 13.59%+5.6pp |
| Employer contribution / active EE | $25,761 | $14,592+76.5% | $53,929-52.2% | $14,592+76.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $78-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |