Filed August 4, 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 |
|---|---|---|
Filed as: 1900 WEALTH MANAGEMENT LLC Service code 27 · EIN 47-4748357 | Advisory (Plan) | $47,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,726 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,754 | $96,484+14.8% | $156,263-29.1% | $74,304+49.1% |
| Participation rate | 70.9% | 67.7%+3.3pp | 78.9%-8.0pp | 60.3%+10.6pp |
| Annual return | 15.30% | 17.73%-2.4pp | 59.47%-44.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,222 | $2,528-12.1% | $4,333-48.7% | $2,241-0.9% |
| Participant deferral / active EE | $4,635 | $4,286+8.1% | $6,158-24.7% | $3,767+23.0% |
| Admin fee / account holder | $435 | $3,728-88.3% | $14,255-96.9% | $2,969-85.4% |