Filed January 6, 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 |
|---|---|---|
CFO4LIFE2+ years Service code 27 735 PLAZA BLVD. SUITE 100 · COPPELL, TX 75019 | Advisory (Plan) | $19,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,339 |
FIDUCIARY CONSULTING GROUP2+ years Service code 16 · EIN 20-2807852 | Consulting | $16,519 |
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 | $40,814 | $50,643-19.4% | $106,619-61.7% | $55,167-26.0% |
| Participation rate | 79.1% | 65.6%+13.6pp | 78.0%+1.1pp | 69.0%+10.1pp |
| Annual return | 9.00% | 7.02%+2.0pp | 9.42%-0.4pp | 169.23%-160.2pp |
| Employer contribution / active EE | $837 | $1,626-48.5% | $3,947-78.8% | $1,963-57.3% |
| Participant deferral / active EE | $2,130 | $2,208-3.5% | $3,930-45.8% | $3,054-30.2% |
| Admin fee / account holder | $271 | $488-44.4% | $6,418-95.8% | $504-46.1% |