Filed June 10, 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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,967 |
WALSH & DICKINSON3 years Filed as: WALSH AND DICKINSON Service code 10 · EIN 82-3222207 | Accounting | $15,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$39,035 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,044 | $88,890+78.9% | $102,423+55.3% | $77,643+104.8% |
| Participation rate | 94.6% | 80.9%+13.7pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 19.07% | 24.98%-5.9pp | 29.32%-10.2pp | 31.24%-12.2pp |
| Employer contribution / active EE | $3,298 | $2,698+22.3% | $3,023+9.1% | $2,726+21.0% |
| Participant deferral / active EE | $10,768 | $5,145+109.3% | $5,053+113.1% | $4,647+131.7% |
| Admin fee / account holder | $33 | $235-86.1% | $9,451-99.7% | $430-92.4% |