Filed June 18, 2007 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,136 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $28,000 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$220,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,272 | $144,996-20.5% | $111,297+3.6% | $93,030+23.9% |
| Participation rate | 88.5% | 86.2%+2.3pp | 77.3%+11.2pp | 73.9%+14.6pp |
| Annual return | 23.86% | 18.26%+5.6pp | 54.65%-30.8pp | 158.70%-134.8pp |
| Employer contribution / active EE | $3,374 | $3,056+10.4% | $2,731+23.5% | $2,706+24.7% |
| Participant deferral / active EE | $5,279 | $5,587-5.5% | $4,487+17.6% | $4,562+15.7% |
| Admin fee / account holder | $34 | $103-67.2% | $7,964-99.6% | $152-77.7% |