Filed July 23, 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 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 42-0127290 | Contract Administrator | $60,247 |
GURDIAN WEALTH ADVISORS1 year Service code 27 · EIN 83-2336062 | Advisory (Plan) | $25,407 |
Filed as: GUARDIAN WEALTH ADVISORS Service code 27 · EIN 84-2787345 | Advisory (Plan) | $23,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,833 | $108,549-42.1% | $156,263-59.8% | $85,563-26.6% |
| Participation rate | 96.2% | 77.1%+19.1pp | 78.9%+17.3pp | 66.0%+30.2pp |
| Annual return | 15.11% | 21.79%-6.7pp | 59.47%-44.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,324 | $2,690-50.8% | $4,333-69.4% | $2,654-50.1% |
| Participant deferral / active EE | $6,418 | $4,800+33.7% | $6,158+4.2% | $4,375+46.7% |
| Admin fee / account holder | $217 | $650-66.6% | $14,255-98.5% | $834-74.0% |