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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,195 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,937 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,490 | $89,436+201.3% | $164,813+63.5% | $77,643+247.1% |
| Participation rate | 97.0% | 78.6%+18.4pp | 78.6%+18.4pp | 70.6%+26.4pp |
| Annual return | 11.80% | 28.83%-17.0pp | 69.93%-58.1pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,034 | $2,569+18.1% | $4,341-30.1% | $2,726+11.3% |
| Participant deferral / active EE | $11,216 | $4,897+129.1% | $6,031+86.0% | $4,647+141.4% |
| Admin fee / account holder | -$80 | $339-123.5% | $12,690-100.6% | $430-118.6% |