Filed October 15, 2009 (most recent of 6 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,729 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $7,873 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,149 | $188,991+76.8% | $103,476+222.9% | $199,593+67.4% |
| Participation rate | 94.9% | 93.2%+1.7pp | 80.5%+14.4pp | 72.0%+22.9pp |
| Annual return | 13.45% | 15.75%-2.3pp | 23.90%-10.5pp | 34.25%-20.8pp |
| Employer contribution / active EE | $12,896 | $6,583+95.9% | $4,672+176.0% | $3,034+325.0% |
| Participant deferral / active EE | $14,932 | $10,334+44.5% | $6,623+125.5% | $5,087+193.6% |
| Admin fee / account holder | $47 | $114-58.6% | $9,413-99.5% | $269-82.4% |