Filed October 18, 2004
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 |
|---|---|---|
QUALIFIED PLANS, LLC7 years Filed as: QUALIFIED PLAN ADVISORS Service code 16 · EIN 82-1364595 | Consulting | $106,250 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,206 |
Filed as: MCCONNELL & JONES LLP Service code 16 · EIN 76-0488832 | Consulting | $33,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$69,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,332 | $122,186+45.1% | $146,958+20.7% | $199,593-11.2% |
| Participation rate | 91.4% | 78.3%+13.1pp | 82.2%+9.3pp | 72.0%+19.5pp |
| Annual return | 17.91% | 30.56%-12.7pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $2,480 | $4,093-39.4% | $4,933-49.7% | $3,034-18.3% |
| Participant deferral / active EE | $11,809 | $8,502+38.9% | $8,070+46.3% | $5,087+132.2% |
| Admin fee / account holder | $76 | $179-57.2% | $12,998-99.4% | $269-71.6% |