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 | $203,840 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISIORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,710 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $12,471 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $8,877 |
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 | $21,065 | $45,382-53.6% | $154,107-86.3% | $75,289-72.0% |
| Participation rate | 95.0% | 65.9%+29.1pp | 83.0%+12.0pp | 72.4%+22.6pp |
| Annual return | -5.19% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $268 | $1,533-82.5% | $5,298-94.9% | $2,405-88.8% |
| Participant deferral / active EE | $425 | $2,384-82.2% | $5,081-91.6% | $3,739-88.6% |
| Admin fee / account holder | $56 | $89-37.4% | $13,411-99.6% | $102-45.3% |