Filed May 4, 2009 (most recent of 5 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $122,121 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,992 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $39,750 |
FIDUCIENT ADVISORS LLC1 year Service code 49 · EIN 36-4001764 | Other Services | $16,385 |
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 | $252,223 | $188,991+33.5% | $103,464+143.8% | $199,768+26.3% |
| Participation rate | 99.7% | 93.2%+6.5pp | 80.5%+19.2pp | 72.0%+27.7pp |
| Annual return | 14.12% | 15.75%-1.6pp | 23.91%-9.8pp | 34.26%-20.1pp |
| Employer contribution / active EE | $8,880 | $6,583+34.9% | $4,677+89.9% | $3,037+192.4% |
| Participant deferral / active EE | $10,900 | $10,334+5.5% | $6,624+64.6% | $5,090+114.2% |
| Admin fee / account holder | $143 | $114+24.6% | $9,410-98.5% | $269-47.0% |