Filed May 10, 2008 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,629 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,349 | $2,679,533-97.2% | $164,866-53.7% | $199,768-61.8% |
| Participation rate | 96.4% | 78.3%+18.1pp | 78.6%+17.8pp | 72.0%+24.4pp |
| Annual return | 14.46% | 17.93%-3.5pp | 69.97%-55.5pp | 34.26%-19.8pp |
| Employer contribution / active EE | $3,324 | $2,970+11.9% | $4,343-23.5% | $3,037+9.5% |
| Participant deferral / active EE | $5,753 | $5,010+14.8% | $6,033-4.6% | $5,090+13.0% |
| Admin fee / account holder | $19 | $1,982-99.0% | $12,689-99.8% | $269-92.8% |