Filed May 10, 2006 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $515,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $302,283 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $84,173 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $50,000 |
BAKER TILLY US, LLP1 year Service code 49 · EIN 30-1413443 | Other Services | $25,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,113 | $140,769-47.4% | $88,946-16.7% | $140,769-47.4% |
| Participation rate | 91.2% | 74.2%+17.1pp | 68.8%+22.4pp | 74.2%+17.1pp |
| Annual return | 18.81% | 16.82%+2.0pp | 57.82%-39.0pp | 16.82%+2.0pp |
| Employer contribution / active EE | $2,771 | $3,906-29.1% | $2,555+8.5% | $3,906-29.1% |
| Participant deferral / active EE | $4,885 | $6,717-27.3% | $4,581+6.6% | $6,717-27.3% |
| Admin fee / account holder | $64 | $229-71.9% | $8,261-99.2% | $229-71.9% |