Filed October 18, 2004 (most recent of 4 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,631 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $45,000 |
BANKS ACCOUNTANCY1 year Service code 10 · EIN 47-2333653 | Accounting | $16,500 |
Service code 10 · EIN 81-1100480 | Accounting | $15,000 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDLESON, PC Service code 16 · EIN 94-2602731 | Consulting | $6,917 |
Service code 37 | Loan Processing | -$20,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,450 | $80,976-42.6% | $185,117-74.9% | $80,976-42.6% |
| Participation rate | 31.4% | 68.3%-36.9pp | 77.3%-45.9pp | 68.3%-36.9pp |
| Annual return | 18.89% | 22.91%-4.0pp | 40.50%-21.6pp | 22.91%-4.0pp |
| Employer contribution / active EE | $800 | $2,402-66.7% | $4,182-80.9% | $2,402-66.7% |
| Participant deferral / active EE | $1,576 | $3,848-59.0% | $5,045-68.8% | $3,848-59.0% |
| Admin fee / account holder | $27 | $67-60.4% | $8,159-99.7% | $67-60.4% |