Filed April 14, 2007
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 | $106,141 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,875 |
WARREN AVERETT, LLC2 years Filed as: WARRENAVERETT, LLC Service code 10 · EIN 45-4084437 | Accounting | $24,000 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,679 | $88,890+98.8% | $102,423+72.5% | $77,643+127.6% |
| Participation rate | 93.9% | 80.9%+12.9pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 17.33% | 24.98%-7.6pp | 29.32%-12.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,688 | $2,698+36.7% | $3,023+22.0% | $2,726+35.3% |
| Participant deferral / active EE | $6,445 | $5,145+25.3% | $5,053+27.5% | $4,647+38.7% |
| Admin fee / account holder | $142 | $235-39.6% | $9,451-98.5% | $430-67.0% |