Filed October 19, 2004
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 | $331,510 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,468 |
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $50,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $20,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,132 | $119,627+18.8% | $146,958-3.3% | $99,062+43.5% |
| Participation rate | 94.7% | 73.4%+21.3pp | 82.2%+12.6pp | 71.6%+23.1pp |
| Annual return | 15.96% | 28.82%-12.9pp | 418.34%-402.4pp | 17.66%-1.7pp |
| Employer contribution / active EE | $2,669 | $4,153-35.7% | $4,933-45.9% | $3,262-18.2% |
| Participant deferral / active EE | $9,752 | $7,997+21.9% | $8,070+20.8% | $5,331+82.9% |
| Admin fee / account holder | $70 | $150-53.0% | $12,998-99.5% | $109-35.5% |