Filed December 15, 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 37 · EIN 04-2647786 | Loan Processing | $53,613 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,342 |
CORNERSTONE PLANNING GROUP2 years Filed as: CORNERSTONE PLANNING GROUP LLC Service code 27 4801 GAILLARDIA PARKWAY SUITE 202 · OKLAHOMA CITY, OK 73142 | Advisory (Plan) | $17,400 |
Filed as: MILLENNIUM INVESTMENTS & RETIREMENT Service code 20 3540 TORINGDON WAY SUITE 200 · CHARLOTTE, NC 28277 | Trustee (individual) | $11,495 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,220 | $46,292-0.2% | $143,757-67.8% | $64,808-28.7% |
| Participation rate | 73.1% | 64.2%+8.9pp | 80.3%-7.2pp | 71.5%+1.6pp |
| Annual return | -18.73% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $1,883 | $1,910-1.4% | $4,951-62.0% | $2,506-24.8% |
| Participant deferral / active EE | $2,767 | $2,646+4.6% | $5,637-50.9% | $4,310-35.8% |
| Admin fee / account holder | $89 | $154-41.9% | $14,673-99.4% | $188-52.4% |