Filed March 29, 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. $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) | $68,245 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $26,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,697 |
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 | $67,606 | $37,039+82.5% | $147,614-54.2% | $59,188+14.2% |
| Participation rate | 90.6% | 63.8%+26.9pp | 84.6%+6.0pp | 69.4%+21.2pp |
| Annual return | 0.66% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,643 | $1,353+95.4% | $5,564-52.5% | $2,098+26.0% |
| Participant deferral / active EE | $4,819 | $2,094+130.1% | $4,895-1.6% | $3,265+47.6% |
| Admin fee / account holder | $10 | $60-83.1% | $11,611-99.9% | $92-89.0% |