Filed September 21, 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 37 · EIN 04-2647786 | Loan Processing | $1,188,417 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,220 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $76,469 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $6,000 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $5,463 |
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 | $56,605 | $53,684+5.4% | $170,442-66.8% | $80,976-30.1% |
| Participation rate | 79.4% | 69.2%+10.2pp | 83.6%-4.2pp | 68.3%+11.1pp |
| Annual return | 17.64% | 25.97%-8.3pp | 205.93%-188.3pp | 22.91%-5.3pp |
| Employer contribution / active EE | $2,397 | $1,642+46.0% | $5,433-55.9% | $2,402-0.2% |
| Participant deferral / active EE | $4,489 | $3,017+48.8% | $4,939-9.1% | $3,848+16.7% |
| Admin fee / account holder | $58 | $46+24.6% | $13,880-99.6% | $67-14.4% |