Filed July 14, 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 |
|---|---|---|
SHUSTER ADVISORY GROUP, LLC2 years Service code 99 · EIN 46-4984194 | Other Fees | $40,000 |
ACTUARIAL BENEFITS CORP7 years Service code 49 · EIN 20-1054428 SUITE 300 2790 SKYPARK DR · TORRANCE, CA 90505 | Other Services | $9,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,913 | $72,607+37.6% | $90,749+10.1% | $66,914+49.3% |
| Participation rate | 76.2% | 73.7%+2.6pp | 75.7%+0.5pp | 69.8%+6.4pp |
| Annual return | -14.14% | -12.28%-1.9pp | -12.16%-2.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $6,122 | $2,369+158.5% | $2,921+109.6% | $2,544+140.6% |
| Participant deferral / active EE | $4,532 | $3,977+13.9% | $4,564-0.7% | $4,237+7.0% |
| Admin fee / account holder | $39 | $707-94.5% | $8,445-99.5% | $593-93.5% |