Filed June 24, 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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $17,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,722 | $86,286-49.3% | $111,297-60.7% | $85,850-49.1% |
| Participation rate | 95.6% | 73.3%+22.2pp | 77.3%+18.2pp | 69.3%+26.2pp |
| Annual return | 13.10% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,175 | $2,043-42.5% | $2,731-57.0% | $2,565-54.2% |
| Participant deferral / active EE | $5,783 | $3,641+58.8% | $4,487+28.9% | $3,952+46.3% |
| Admin fee / account holder | $311 | $8,188-96.2% | $7,964-96.1% | $6,260-95.0% |