Filed February 6, 2007
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,249 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,306 | $95,880+17.1% | $107,525+4.4% | $85,563+31.3% |
| Participation rate | 90.7% | 70.1%+20.5pp | 75.1%+15.6pp | 66.0%+24.7pp |
| Annual return | 18.96% | 68.06%-49.1pp | 181.32%-162.4pp | 31.51%-12.6pp |
| Employer contribution / active EE | $2,281 | $3,812-40.2% | $3,754-39.2% | $2,654-14.0% |
| Participant deferral / active EE | $7,775 | $4,201+85.1% | $5,116+52.0% | $4,375+77.7% |
| Admin fee / account holder | $9 | $1,025-99.1% | $8,919-99.9% | $834-98.9% |