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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,802 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $29,700 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$415,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,427 | $106,087-11.0% | $86,677+8.9% | $78,044+21.0% |
| Participation rate | 81.7% | 89.6%-7.8pp | 76.6%+5.2pp | 74.4%+7.3pp |
| Annual return | -11.98% | -14.87%+2.9pp | 35.91%-47.9pp | 10.87%-22.8pp |
| Employer contribution / active EE | $3,345 | $4,110-18.6% | $2,836+17.9% | $3,125+7.1% |
| Participant deferral / active EE | $5,011 | $6,851-26.8% | $4,656+7.6% | $5,084-1.4% |
| Admin fee / account holder | $79 | $81-2.9% | $7,493-98.9% | $79-0.1% |