Filed August 8, 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 |
|---|---|---|
FINDLEY7+ years Filed as: FINDLEY DAVIES Service code 13 · EIN 34-1213174 | Contract Administrator | $43,551 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING ASSOC Service code 16 · EIN 34-7753575 | Consulting | $33,830 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $11,265 |
Annual investment return 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 | $73,933 | $185,342-60.1% | $111,297-33.6% | $86,799-14.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 11.84% | 500.80%-489.0pp | 54.65%-42.8pp | 97.91%-86.1pp |
| Employer contribution / active EE | $2,496 | $2,246+11.1% | $2,731-8.6% | $2,405+3.7% |
| Participant deferral / active EE | $4,677 | $4,458+4.9% | $4,487+4.2% | $4,131+13.2% |
| Admin fee / account holder | $190 | $255-25.5% | $7,964-97.6% | $170+12.2% |