Filed June 12, 2008
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 5-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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $148,760 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,252 |
BDO USA, LLP1+ years Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $17,555 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,910 | $100,801+57.6% | $149,696+6.2% | $73,409+116.5% |
| Participation rate | 97.1% | 77.7%+19.4pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 15.16% | 265.34%-250.2pp | 276.60%-261.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,416 | $3,312-27.0% | $4,644-48.0% | $2,234+8.2% |
| Participant deferral / active EE | $11,244 | $6,404+75.6% | $6,842+64.3% | $3,805+195.5% |
| Admin fee / account holder | $129 | $181-28.5% | $9,309-98.6% | $158-18.1% |