Filed November 14, 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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,409 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,271 | $98,727+20.8% | $113,168+5.4% | $85,563+39.4% |
| Participation rate | 88.0% | 80.8%+7.2pp | 76.6%+11.4pp | 66.0%+22.0pp |
| Annual return | 16.77% | 17.43%-0.7pp | 24.27%-7.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,169 | $2,907-59.8% | $2,975-60.7% | $2,654-56.0% |
| Participant deferral / active EE | $4,151 | $5,424-23.5% | $5,107-18.7% | $4,375-5.1% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |