Filed July 29, 2010 (most recent of 3 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,349 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$50,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,522 | $129,021+91.1% | $184,203+33.8% | $77,643+217.5% |
| Participation rate | 95.3% | 87.3%+7.9pp | 86.8%+8.5pp | 70.6%+24.7pp |
| Annual return | 15.40% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $5,840 | $4,413+32.3% | $6,427-9.1% | $2,726+114.2% |
| Participant deferral / active EE | $10,946 | $7,297+50.0% | $9,131+19.9% | $4,647+135.5% |
| Admin fee / account holder | $45 | $254-82.4% | $13,901-99.7% | $430-89.6% |