Filed November 5, 2008 (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) | $29,069 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,558 | $88,890+35.6% | $102,423+17.7% | $77,643+55.3% |
| Participation rate | 54.2% | 80.9%-26.8pp | 76.5%-22.3pp | 70.6%-16.4pp |
| Annual return | 18.34% | 24.98%-6.6pp | 29.32%-11.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $2,422 | $2,698-10.2% | $3,023-19.9% | $2,726-11.2% |
| Participant deferral / active EE | $4,463 | $5,145-13.3% | $5,053-11.7% | $4,647-4.0% |
| Admin fee / account holder | $39 | $235-83.4% | $9,451-99.6% | $430-90.9% |