Filed June 8, 2009 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $951,339 |
Filed as: FIDELITY INV INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $742,006 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $16,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,887 | $244,991-29.4% | $106,213+62.8% | $106,382+62.5% |
| Participation rate | 96.3% | 88.4%+8.0pp | 75.3%+21.1pp | 69.9%+26.5pp |
| Annual return | 11.86% | 13.48%-1.6pp | 116.14%-104.3pp | 17.37%-5.5pp |
| Employer contribution / active EE | $3,387 | $8,816-61.6% | $3,171+6.8% | $3,364+0.7% |
| Participant deferral / active EE | $5,867 | $11,442-48.7% | $5,016+17.0% | $5,569+5.3% |
| Admin fee / account holder | $43 | $88-50.8% | $11,033-99.6% | $79-45.4% |