Filed October 22, 2008 (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 | $110,911 |
ASSET STRATEGY CONSULTANTS2 years Service code 16 · EIN 52-1788440 | Consulting | $95,879 |
PYA, P.C.4 years Service code 10 · EIN 62-1517792 | Accounting | $5,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,527 | $50,127+40.7% | $149,673-52.9% | $80,160-12.0% |
| Participation rate | 59.5% | 64.3%-4.8pp | 78.8%-19.3pp | 72.9%-13.4pp |
| Annual return | 16.13% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,367 | $1,865-26.7% | $4,818-71.6% | $2,978-54.1% |
| Participant deferral / active EE | $3,304 | $3,194+3.4% | $5,680-41.8% | $5,017-34.2% |
| Admin fee / account holder | $97 | $153-36.5% | $13,210-99.3% | $145-33.1% |