Filed September 16, 2006 (most recent of 3 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 |
|---|---|---|
BSI1+ years Service code 64 · EIN 95-4396363 4670 S FT APACHE ROAD · LAS VEGAS, NV 89147 | Recordkeeping Fees | $155,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-3397581 1200 CROWN COLONY DRIVE C1 / N1 · QUINCY, MA 02169 | Directed Trustee | $117,067 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $15,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,053 | $55,516-35.1% | $75,781-52.4% | $59,188-39.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 5.04% | -1.89%+6.9pp | 9.68%-4.6pp | 5.51%-0.5pp |
| Employer contribution / active EE | $4,626 | $2,604+77.7% | $3,323+39.2% | $2,098+120.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $33 | $110-69.7% | $5,299-99.4% | $92-63.8% |