Filed December 2, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $191,282 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,976 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,188 | $131,799+110.3% | $200,582+38.2% | $85,563+224.0% |
| Participation rate | 94.2% | 87.9%+6.2pp | 86.9%+7.3pp | 66.0%+28.2pp |
| Annual return | 16.04% | 21.59%-5.6pp | 42.33%-26.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $6,760 | $4,532+49.2% | $6,419+5.3% | $2,654+154.8% |
| Participant deferral / active EE | $10,913 | $7,702+41.7% | $9,331+16.9% | $4,375+149.4% |
| Admin fee / account holder | $180 | $235-23.5% | $16,305-98.9% | $834-78.4% |