Filed April 11, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,490 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,214 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,045 | $31,741+1.0% | $56,441-43.2% | $199,768-84.0% |
| Participation rate | 91.0% | 32.3%+58.6pp | 52.5%+38.5pp | 72.0%+19.0pp |
| Annual return | 16.40% | 14.72%+1.7pp | 1704.21%-1687.8pp | 34.26%-17.9pp |
| Employer contribution / active EE | $1,983 | $508+290.7% | $1,039+90.9% | $3,037-34.7% |
| Participant deferral / active EE | $4,518 | $1,184+281.6% | $1,953+131.4% | $5,090-11.2% |
| Admin fee / account holder | $15 | $426-96.4% | $2,829-99.5% | $269-94.3% |