Filed October 27, 2008 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,076 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,951 | $132,049-22.8% | $200,582-49.2% | $74,304+37.2% |
| Participation rate | 89.2% | 84.1%+5.2pp | 86.9%+2.4pp | 60.3%+28.9pp |
| Annual return | 15.10% | 22.22%-7.1pp | 42.33%-27.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,061 | $4,558-54.8% | $6,419-67.9% | $2,241-8.0% |
| Participant deferral / active EE | $4,981 | $7,213-30.9% | $9,331-46.6% | $3,767+32.2% |
| Admin fee / account holder | $38 | $2,405-98.4% | $16,305-99.8% | $2,969-98.7% |