Filed January 3, 2005
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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,980 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,339 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $18,506 |
Service code 16 · EIN 23-3521867 | Consulting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,051 | $112,623-43.1% | $106,213-39.7% | $199,593-67.9% |
| Participation rate | 94.4% | 86.2%+8.2pp | 75.3%+19.2pp | 72.0%+22.5pp |
| Annual return | 11.46% | 15.57%-4.1pp | 116.14%-104.7pp | 34.25%-22.8pp |
| Employer contribution / active EE | $1,959 | $4,575-57.2% | $3,171-38.2% | $3,034-35.4% |
| Participant deferral / active EE | $4,717 | $6,659-29.2% | $5,016-6.0% | $5,087-7.3% |
| Admin fee / account holder | $123 | $107+14.9% | $11,033-98.9% | $269-54.3% |