Filed March 31, 2008 (most recent of 3 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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $603,378 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $572,872 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $75,000 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
ROPES & GRAY LLP1 year Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $5,490 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,004 | $89,394+148.3% | $115,756+91.8% | $89,394+148.3% |
| Participation rate | 97.5% | 71.3%+26.2pp | 77.1%+20.4pp | 71.3%+26.2pp |
| Annual return | -17.73% | -11.89%-5.8pp | 143.14%-160.9pp | -11.89%-5.8pp |
| Employer contribution / active EE | $7,363 | $3,022+143.7% | $3,793+94.1% | $3,022+143.7% |
| Participant deferral / active EE | $12,376 | $5,123+141.6% | $6,254+97.9% | $5,123+141.6% |
| Admin fee / account holder | $113 | $79+41.9% | $8,124-98.6% | $79+41.9% |