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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $189,021 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $31,050 |
Filed as: FIDELITY INVST. INST. OPER. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$565,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,204 | $118,464-12.9% | $96,544+6.9% | $103,482-0.3% |
| Participation rate | 89.7% | 89.0%+0.7pp | 76.0%+13.7pp | 73.3%+16.4pp |
| Annual return | 19.84% | 18.79%+1.1pp | 25.84%-6.0pp | 33.11%-13.3pp |
| Employer contribution / active EE | $4,389 | $4,210+4.2% | $2,965+48.0% | $3,208+36.8% |
| Participant deferral / active EE | $6,125 | $7,277-15.8% | $4,851+26.3% | $5,207+17.6% |
| Admin fee / account holder | $117 | $81+44.4% | $8,252-98.6% | $114+2.5% |