Filed April 30, 2001 (most recent of 4 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $185,017 |
CLARK NUBER1+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $21,052 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $14,894 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 | Participant Communication | $8,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$311,584 |
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 | $100,725 | $54,281+85.6% | $60,547+66.4% | $59,188+70.2% |
| Participation rate | 98.0% | 66.8%+31.2pp | 68.0%+30.0pp | 69.4%+28.6pp |
| Annual return | 1.72% | 1.74%0pp | 335.64%-333.9pp | 5.51%-3.8pp |
| Employer contribution / active EE | $5,773 | $2,031+184.2% | $2,419+138.6% | $2,098+175.2% |
| Participant deferral / active EE | $5,798 | $2,789+107.9% | $3,328+74.2% | $3,265+77.6% |
| Admin fee / account holder | $54 | $64-15.7% | $4,536-98.8% | $92-41.1% |