Filed April 11, 2006
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,708 |
CLIFTONLARSONALLEN LLP3 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $11,235 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,303 |
Employer contribution per participant 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 | $92,336 | $92,055+0.3% | $106,213-13.1% | $77,643+18.9% |
| Participation rate | 85.2% | 81.0%+4.1pp | 75.3%+9.9pp | 70.6%+14.6pp |
| Annual return | 13.98% | 17.91%-3.9pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $690 | $3,367-79.5% | $3,171-78.3% | $2,726-74.7% |
| Participant deferral / active EE | $3,930 | $5,386-27.0% | $5,016-21.7% | $4,647-15.4% |
| Admin fee / account holder | $80 | $219-63.5% | $11,033-99.3% | $430-81.4% |