Filed October 17, 2008 (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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 WEST 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,034 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,864 | $66,528+134.3% | $86,874+79.4% | $86,799+79.6% |
| Participation rate | 80.3% | 72.4%+7.9pp | 71.6%+8.7pp | 72.3%+8.0pp |
| Annual return | 14.38% | 19.56%-5.2pp | 63.52%-49.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,927 | $2,007+95.6% | $2,495+57.4% | $2,405+63.2% |
| Participant deferral / active EE | $6,812 | $3,240+110.3% | $3,699+84.2% | $4,131+64.9% |
| Admin fee / account holder | $215 | $148+45.2% | $5,828-96.3% | $170+26.9% |