Filed November 11, 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 |
|---|---|---|
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 33-1498605 | Accounting | $12,100 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,734 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,430 | $71,964+35.4% | $167,512-41.8% | $85,563+13.9% |
| Participation rate | 86.6% | 61.0%+25.7pp | 77.1%+9.6pp | 66.0%+20.7pp |
| Annual return | 16.98% | 18.83%-1.9pp | 1615.79%-1598.8pp | 31.51%-14.5pp |
| Employer contribution / active EE | $483 | $1,875-74.3% | $3,882-87.6% | $2,654-81.8% |
| Participant deferral / active EE | $5,883 | $4,110+43.1% | $6,405-8.1% | $4,375+34.5% |
| Admin fee / account holder | $48 | $815-94.1% | $9,769-99.5% | $834-94.2% |