Filed July 10, 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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,384 |
FID INV INST OPS CO8 years Service code 37 · EIN 04-2647786 | Loan Processing | $6,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,826 | $122,239-44.5% | $184,200-63.2% | $74,546-9.0% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.3pp |
| Annual return | 14.64% | 19.95%-5.3pp | 28.80%-14.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,033 | $4,537-33.2% | $6,424-52.8% | $2,624+15.6% |
| Participant deferral / active EE | $4,304 | $7,139-39.7% | $9,132-52.9% | $4,347-1.0% |
| Admin fee / account holder | $152 | $1,260-87.9% | $13,907-98.9% | $1,944-92.2% |