Filed July 10, 2008
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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $50,905 |
Filed as: LINCOLN FINANCIAL GROUP Service code 49 · EIN 35-0472300 | Other Services | $32,000 |
FRANKLIN STREET ADVISORS1 year Service code 27 · EIN 56-1749652 | Advisory (Plan) | $6,726 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,065 | $82,978-24.0% | $130,231-51.6% | $74,419-15.3% |
| Participation rate | 99.5% | 73.7%+25.8pp | 76.3%+23.2pp | 70.7%+28.8pp |
| Annual return | 14.90% | 123.05%-108.2pp | 38.77%-23.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,142 | $3,391-66.3% | $4,126-72.3% | $2,637-56.7% |
| Participant deferral / active EE | $2,996 | $5,370-44.2% | $6,799-55.9% | $4,528-33.8% |
| Admin fee / account holder | $202 | $354-42.9% | $6,020-96.6% | $348-41.9% |