Filed February 23, 2010 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,274 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,964 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $476,409 | $66,457+616.9% | $81,382+485.4% | $77,643+513.6% |
| Participation rate | 96.2% | 68.7%+27.4pp | 69.5%+26.7pp | 70.6%+25.6pp |
| Annual return | 18.00% | 15.93%+2.1pp | 24.73%-6.7pp | 31.24%-13.2pp |
| Employer contribution / active EE | $25,001 | $2,159+1057.8% | $2,463+915.2% | $2,726+817.2% |
| Participant deferral / active EE | $13,763 | $3,679+274.1% | $3,883+254.4% | $4,647+196.2% |
| Admin fee / account holder | $116 | $583-80.0% | $5,768-98.0% | $430-73.0% |