Filed June 8, 2009 (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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,742 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$50,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,841 | $2,679,533-95.6% | $164,813-28.5% | $199,593-41.0% |
| Participation rate | 96.7% | 78.3%+18.4pp | 78.6%+18.1pp | 72.0%+24.7pp |
| Annual return | 20.72% | 17.93%+2.8pp | 69.93%-49.2pp | 34.25%-13.5pp |
| Employer contribution / active EE | $1,051 | $2,970-64.6% | $4,341-75.8% | $3,034-65.3% |
| Participant deferral / active EE | $6,224 | $5,010+24.2% | $6,031+3.2% | $5,087+22.4% |
| Admin fee / account holder | $8 | $1,982-99.6% | $12,690-99.9% | $269-97.0% |