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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,866 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $32,350 |
Filed as: FIDELITY INVST. INST. OPER. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$542,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,391 | $159,391-27.0% | $102,423+13.6% | $99,062+17.5% |
| Participation rate | 71.8% | 88.6%-16.8pp | 76.5%-4.7pp | 71.6%+0.2pp |
| Annual return | 17.47% | 19.03%-1.6pp | 29.32%-11.9pp | 17.66%-0.2pp |
| Employer contribution / active EE | $3,536 | $4,207-15.9% | $3,023+17.0% | $3,262+8.4% |
| Participant deferral / active EE | $5,151 | $7,498-31.3% | $5,053+1.9% | $5,331-3.4% |
| Admin fee / account holder | $79 | $159-50.6% | $9,451-99.2% | $109-27.8% |