Filed January 5, 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 | $106,054 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,426 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $9,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,140 | $129,021+38.8% | $184,203-2.7% | $77,643+130.7% |
| Participation rate | 99.1% | 87.3%+11.7pp | 86.8%+12.2pp | 70.6%+28.5pp |
| Annual return | 15.21% | 33.27%-18.1pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $6,261 | $4,413+41.9% | $6,427-2.6% | $2,726+129.7% |
| Participant deferral / active EE | $10,587 | $7,297+45.1% | $9,131+15.9% | $4,647+127.8% |
| Admin fee / account holder | $185 | $254-27.3% | $13,901-98.7% | $430-57.1% |