Filed October 15, 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 | $305,637 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,000 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $32,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,057 | $119,627+22.9% | $146,958+0.1% | $99,062+48.4% |
| Participation rate | 99.1% | 73.4%+25.6pp | 82.2%+16.9pp | 71.6%+27.4pp |
| Annual return | 17.24% | 28.82%-11.6pp | 418.34%-401.1pp | 17.66%-0.4pp |
| Employer contribution / active EE | $3,943 | $4,153-5.0% | $4,933-20.1% | $3,262+20.9% |
| Participant deferral / active EE | $13,682 | $7,997+71.1% | $8,070+69.5% | $5,331+156.6% |
| Admin fee / account holder | $52 | $150-65.5% | $12,998-99.6% | $109-52.6% |