Filed December 7, 2006 (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) | $210,594 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,663 | $53,136+34.9% | $155,509-53.9% | $199,593-64.1% |
| Participation rate | 96.2% | 64.1%+32.1pp | 78.2%+18.0pp | 72.0%+24.2pp |
| Annual return | 16.04% | 41.15%-25.1pp | 64.67%-48.6pp | 34.25%-18.2pp |
| Employer contribution / active EE | $1,231 | $1,851-33.5% | $4,672-73.6% | $3,034-59.4% |
| Participant deferral / active EE | $5,093 | $3,161+61.1% | $5,626-9.5% | $5,087+0.1% |
| Admin fee / account holder | $56 | $185-70.0% | $15,912-99.7% | $269-79.3% |