Filed August 2, 2007
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) | $347,974 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$335,779 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $69,074 | $152,281-54.6% | $106,213-35.0% | $99,062-30.3% |
| Participation rate | 94.1% | 92.2%+1.9pp | 75.3%+18.8pp | 71.6%+22.5pp |
| Annual return | 17.66% | 15.00%+2.7pp | 116.14%-98.5pp | 17.66%0pp |
| Employer contribution / active EE | $3,586 | $5,348-32.9% | $3,171+13.1% | $3,262+9.9% |
| Participant deferral / active EE | $7,818 | $8,206-4.7% | $5,016+55.9% | $5,331+46.6% |
| Admin fee / account holder | $1 | $77-98.8% | $11,033-100.0% | $109-99.1% |