Filed June 14, 2008
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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.3 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $8,005 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,467 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,247 | $86,655+184.2% | $119,609+105.9% | $66,914+268.0% |
| Participation rate | 98.7% | 75.6%+23.2pp | 79.3%+19.5pp | 69.8%+28.9pp |
| Annual return | -16.53% | -8.00%-8.5pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,369 | $2,536+32.9% | $4,232-20.4% | $2,544+32.4% |
| Participant deferral / active EE | $11,333 | $4,358+160.1% | $5,602+102.3% | $4,237+167.5% |
| Admin fee / account holder | $10 | $755-98.7% | $10,323-99.9% | $593-98.4% |