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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,733 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $16,800 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,070 | $99,078+23.2% | $96,544+26.4% | $74,419+64.0% |
| Participation rate | 97.5% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.8pp |
| Annual return | 25.03% | 22.48%+2.5pp | 25.84%-0.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $4,835 | $2,570+88.1% | $2,965+63.1% | $2,637+83.3% |
| Participant deferral / active EE | $8,754 | $4,933+77.5% | $4,851+80.5% | $4,528+93.3% |
| Admin fee / account holder | $82 | $225-63.5% | $8,252-99.0% | $348-76.4% |