Filed September 19, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $178,257 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,171 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $59,930 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $44,098 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $37,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,250 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,281 | $110,299-5.5% | $102,423+1.8% | $199,593-47.8% |
| Participation rate | 97.4% | 86.3%+11.1pp | 76.5%+20.9pp | 72.0%+25.5pp |
| Annual return | 17.30% | 35.73%-18.4pp | 29.32%-12.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $5,487 | $3,603+52.3% | $3,023+81.5% | $3,034+80.8% |
| Participant deferral / active EE | $10,123 | $6,376+58.8% | $5,053+100.3% | $5,087+99.0% |
| Admin fee / account holder | $177 | $122+44.6% | $9,451-98.1% | $269-34.2% |