Filed March 23, 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 13 · EIN 42-0127290 | Contract Administrator | $19,887 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,722 |
VANCE WEALTH2 years Service code 27 · EIN 85-1659330 | Advisory (Plan) | $17,817 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $9,290 |
SATICOY LEMON ASSOCIATION1 year Service code 10 · EIN 95-1193510 | Accounting | $6,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,140 | $68,914+7.6% | $136,749-45.8% | $74,304-0.2% |
| Participation rate | 100.0% | 51.3%+48.7pp | 72.1%+27.9pp | 60.3%+39.7pp |
| Annual return | 14.48% | 16.34%-1.9pp | 24.33%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,954 | $1,561+89.2% | $3,400-13.1% | $2,241+31.8% |
| Participant deferral / active EE | $3,752 | $2,541+47.6% | $4,692-20.0% | $3,767-0.4% |
| Admin fee / account holder | $253 | $3,149-92.0% | $11,386-97.8% | $2,969-91.5% |