Filed January 6, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,504 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
MOORE GRIDER & COMPANY9+ years Service code 10 · EIN 94-2191284 | Accounting | $30,188 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,136 | $104,697+24.3% | $96,544+34.8% | $80,160+62.3% |
| Participation rate | 96.1% | 86.4%+9.7pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 17.48% | 21.78%-4.3pp | 25.84%-8.4pp | 40.38%-22.9pp |
| Employer contribution / active EE | $4,739 | $3,536+34.0% | $2,965+59.8% | $2,978+59.1% |
| Participant deferral / active EE | $7,574 | $6,188+22.4% | $4,851+56.1% | $5,017+51.0% |
| Admin fee / account holder | $133 | $107+24.2% | $8,252-98.4% | $145-8.5% |