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 | $216,197 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,670 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,598 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,720 | $44,989-51.7% | $170,442-87.3% | $77,958-72.1% |
| Participation rate | 95.8% | 64.6%+31.2pp | 83.6%+12.2pp | 71.6%+24.1pp |
| Annual return | 15.78% | 19.61%-3.8pp | 205.93%-190.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $305 | $1,466-79.2% | $5,433-94.4% | $2,310-86.8% |
| Participant deferral / active EE | $469 | $2,208-78.8% | $4,939-90.5% | $3,537-86.7% |
| Admin fee / account holder | $51 | $69-25.4% | $13,880-99.6% | $97-47.1% |