Filed November 9, 2005 (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 | $149,611 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,575 |
CAPFINANCIAL PARTNERS LLC3 years Service code 10 · EIN 26-0058143 | Accounting | $60,999 |
BDO USA, LLP7 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $56,100 |
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 | $361,736 | $88,890+306.9% | $102,423+253.2% | $77,643+365.9% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.5%+14.1pp | 70.6%+20.0pp |
| Annual return | 16.11% | 24.98%-8.9pp | 29.32%-13.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $9,121 | $2,698+238.1% | $3,023+201.7% | $2,726+234.6% |
| Participant deferral / active EE | $15,208 | $5,145+195.6% | $5,053+201.0% | $4,647+227.3% |
| Admin fee / account holder | $214 | $235-8.9% | $9,451-97.7% | $430-50.2% |