Filed May 28, 2008
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,542 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $27,655 |
FID INV INST OPS CO8+ years Filed as: FID INV INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,900 | $130,141-71.6% | $86,677-57.4% | $77,904-52.6% |
| Participation rate | 88.7% | 85.9%+2.7pp | 76.6%+12.1pp | 73.7%+15.0pp |
| Annual return | -17.51% | -12.75%-4.8pp | 35.91%-53.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,917 | $3,220-40.5% | $2,836-32.4% | $2,848-32.7% |
| Participant deferral / active EE | $3,242 | $5,757-43.7% | $4,656-30.4% | $4,806-32.5% |
| Admin fee / account holder | $19 | $132-85.8% | $7,493-99.7% | $133-85.8% |