Filed September 12, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $293,923 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,239 |
BLUM SHAPIRO1 year Service code 10 · EIN 06-1009205 | Accounting | $21,700 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $19,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,959 | $83,812+21.7% | $123,544-17.5% | $68,904+48.0% |
| Participation rate | 94.9% | 77.0%+17.9pp | 82.3%+12.6pp | 74.1%+20.8pp |
| Annual return | -4.62% | 0.60%-5.2pp | 119.20%-123.8pp | 1.07%-5.7pp |
| Employer contribution / active EE | $2,071 | $2,924-29.2% | $4,628-55.3% | $2,540-18.5% |
| Participant deferral / active EE | $5,843 | $5,609+4.2% | $6,426-9.1% | $4,015+45.5% |
| Admin fee / account holder | $77 | $65+18.2% | $9,284-99.2% | $71+7.6% |