Filed December 16, 2010
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,168 |
Filed as: SAGEVIEW ADVISORY Service code 16 · EIN 33-0818667 | Consulting | $33,000 |
Filed as: FIDELITY INVEST INST OPER COMP LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $395,820 | $106,028+273.3% | $146,958+169.3% | $77,643+409.8% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 13.86% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $11,713 | $4,063+188.3% | $4,933+137.5% | $2,726+329.7% |
| Participant deferral / active EE | $18,267 | $7,990+128.6% | $8,070+126.4% | $4,647+293.1% |
| Admin fee / account holder | $100 | $337-70.4% | $12,998-99.2% | $430-76.8% |