Filed December 29, 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 |
|---|---|---|
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $9,583 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,465 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$3,423 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,652 | $91,190+88.2% | $178,490-3.8% | $79,858+114.9% |
| Participation rate | 74.2% | 69.2%+5.0pp | 81.9%-7.8pp | 69.6%+4.5pp |
| Annual return | 16.08% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,353 | $3,256-58.5% | $5,011-73.0% | $2,471-45.3% |
| Participant deferral / active EE | $4,368 | $3,236+35.0% | $5,202-16.0% | $3,740+16.8% |
| Admin fee / account holder | $34 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |