Filed July 16, 2012
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,240 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$28,253 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,886 | $132,049+211.9% | $200,582+105.3% | $74,304+454.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 17.60% | 22.22%-4.6pp | 42.33%-24.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $12,738 | $4,558+179.5% | $6,419+98.4% | $2,241+468.4% |
| Participant deferral / active EE | $8,919 | $7,213+23.7% | $9,331-4.4% | $3,767+136.7% |
| Admin fee / account holder | -$117 | $2,405-104.9% | $16,305-100.7% | $2,969-104.0% |