Filed July 1, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,979 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,389 | $108,549+94.7% | $156,263+35.3% | $85,563+147.1% |
| Participation rate | 75.2% | 77.1%-1.9pp | 78.9%-3.7pp | 66.0%+9.2pp |
| Annual return | 16.63% | 21.79%-5.2pp | 59.47%-42.8pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,544 | $2,690-42.6% | $4,333-64.4% | $2,654-41.8% |
| Participant deferral / active EE | $7,439 | $4,800+55.0% | $6,158+20.8% | $4,375+70.0% |
| Admin fee / account holder | $83 | $650-87.3% | $14,255-99.4% | $834-90.1% |