Filed March 27, 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.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $840,167 |
Filed as: FIDELITY INVESTMENTS INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $505,861 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $0 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,292 | $73,283+25.9% | $155,509-40.7% | $106,382-13.2% |
| Participation rate | 98.4% | 73.3%+25.2pp | 78.2%+20.3pp | 69.9%+28.6pp |
| Annual return | 16.17% | 15.77%+0.4pp | 64.67%-48.5pp | 17.37%-1.2pp |
| Employer contribution / active EE | $3,211 | $2,247+42.9% | $4,672-31.3% | $3,364-4.5% |
| Participant deferral / active EE | $5,238 | $4,580+14.4% | $5,626-6.9% | $5,569-5.9% |
| Admin fee / account holder | $86 | $56+53.5% | $15,912-99.5% | $79+8.7% |