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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,070 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $28,807 |
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 | $75,326 | $45,382+66.0% | $154,107-51.1% | $75,2890% |
| Participation rate | 91.6% | 65.9%+25.7pp | 83.0%+8.6pp | 72.4%+19.2pp |
| Annual return | -4.35% | -0.47%-3.9pp | 735.12%-739.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,193 | $1,533+108.3% | $5,298-39.7% | $2,405+32.8% |
| Participant deferral / active EE | $5,884 | $2,384+146.8% | $5,081+15.8% | $3,739+57.4% |
| Admin fee / account holder | $50 | $89-43.8% | $13,411-99.6% | $102-50.9% |