Filed October 28, 2009
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $482,478 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,119 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $60,000 |
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $32,700 |
CULPEPPER RFP, LLC3 years Service code 16 · EIN 88-1591899 | Consulting | $32,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,532 | $128,899-20.5% | $113,168-9.4% | $102,872-0.3% |
| Participation rate | 89.9% | 87.0%+2.9pp | 76.6%+13.3pp | 73.0%+16.9pp |
| Annual return | 17.25% | 15.88%+1.4pp | 24.27%-7.0pp | 19.06%-1.8pp |
| Employer contribution / active EE | $3,307 | $3,713-10.9% | $2,975+11.1% | $3,526-6.2% |
| Participant deferral / active EE | $7,468 | $6,787+10.0% | $5,107+46.2% | $5,535+34.9% |
| Admin fee / account holder | $197 | $129+52.4% | $12,068-98.4% | $292-32.5% |