Filed February 8, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,744 |
Form 5500 reported that benefits due were not provided when due.
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 | $84,408 | $58,644+43.9% | $178,014-52.6% | $199,768-57.7% |
| Participation rate | 92.1% | 65.5%+26.6pp | 77.1%+15.0pp | 72.0%+20.1pp |
| Annual return | 20.06% | 19.25%+0.8pp | 294.80%-274.7pp | 34.26%-14.2pp |
| Employer contribution / active EE | $1,289 | $1,801-28.5% | $3,950-67.4% | $3,037-57.6% |
| Participant deferral / active EE | $5,406 | $4,248+27.3% | $6,276-13.9% | $5,090+6.2% |
| Admin fee / account holder | $60 | $145-58.4% | $10,362-99.4% | $269-77.5% |