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) | $19,958 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $16,800 |
Filed as: FIDELITY INVST. INST. OPER. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$13,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,605 | $99,078-42.9% | $96,544-41.4% | $74,419-23.9% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.5pp |
| Annual return | 20.25% | 22.48%-2.2pp | 25.84%-5.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $2,087 | $2,570-18.8% | $2,965-29.6% | $2,637-20.9% |
| Participant deferral / active EE | $5,067 | $4,933+2.7% | $4,851+4.5% | $4,528+11.9% |
| Admin fee / account holder | $81 | $225-64.1% | $8,252-99.0% | $348-76.8% |