Filed October 24, 2006 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $232,668 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,123 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,915 | $53,136+37.2% | $155,509-53.1% | $199,593-63.5% |
| Participation rate | 95.7% | 64.1%+31.6pp | 78.2%+17.5pp | 72.0%+23.7pp |
| Annual return | 11.94% | 41.15%-29.2pp | 64.67%-52.7pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,856 | $1,851+0.3% | $4,672-60.3% | $3,034-38.8% |
| Participant deferral / active EE | $4,033 | $3,161+27.6% | $5,626-28.3% | $5,087-20.7% |
| Admin fee / account holder | $60 | $185-67.4% | $15,912-99.6% | $269-77.5% |