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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,643 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $13,925 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $8,711 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,800 |
Participant contribution per participant 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 | $33,187 | $67,512-50.8% | $185,823-82.1% | $93,030-64.3% |
| Participation rate | 93.5% | 67.1%+26.3pp | 81.7%+11.8pp | 73.9%+19.6pp |
| Annual return | 15.26% | 21.04%-5.8pp | 122.05%-106.8pp | 158.70%-143.4pp |
| Employer contribution / active EE | $266 | $1,783-85.1% | $5,167-94.9% | $2,706-90.2% |
| Participant deferral / active EE | $474 | $3,035-84.4% | $5,568-91.5% | $4,562-89.6% |
| Admin fee / account holder | $23 | $318-92.7% | $16,237-99.9% | $152-84.7% |