Filed January 16, 2007 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,724 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,563 |
BENESCH FRIEDLANDER COPLAN & ARONO10+ years Service code 29 · EIN 34-6596918 | Legal | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,563 | $110,282-27.9% | $102,438-22.3% | $199,768-60.2% |
| Participation rate | 88.3% | 86.3%+2.0pp | 76.5%+11.8pp | 72.0%+16.3pp |
| Annual return | 15.83% | 35.75%-19.9pp | 29.37%-13.5pp | 34.26%-18.4pp |
| Employer contribution / active EE | $2,661 | $3,603-26.2% | $3,024-12.0% | $3,037-12.4% |
| Participant deferral / active EE | $4,707 | $6,376-26.2% | $5,054-6.9% | $5,090-7.5% |
| Admin fee / account holder | $49 | $122-59.6% | $9,448-99.5% | $269-81.6% |