Filed November 3, 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,691 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 10 · EIN 41-1944416 | Accounting | $51,250 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $25,200 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 99-1856619 | Accounting | $10,739 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV.INST.OPS.CO Service code 21 · EIN 04-2647786 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,044 | $112,623+98.9% | $106,213+110.9% | $199,593+12.3% |
| Participation rate | 97.4% | 86.2%+11.1pp | 75.3%+22.1pp | 72.0%+25.4pp |
| Annual return | 16.01% | 15.57%+0.4pp | 116.14%-100.1pp | 34.25%-18.2pp |
| Employer contribution / active EE | $6,568 | $4,575+43.6% | $3,171+107.1% | $3,034+116.5% |
| Participant deferral / active EE | $11,784 | $6,659+76.9% | $5,016+134.9% | $5,087+131.7% |
| Admin fee / account holder | $77 | $107-28.0% | $11,033-99.3% | $269-71.4% |