Filed June 23, 2008
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $439,152 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,388 |
MERCER7 years Service code 16 633 WEST FIFTH STREET · LOS ANGELES, CA 90071 | Consulting | $14,513 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $319,057 | $128,899+147.5% | $113,168+181.9% | $102,872+210.1% |
| Participation rate | 88.3% | 87.0%+1.3pp | 76.6%+11.8pp | 73.0%+15.3pp |
| Annual return | 16.12% | 15.88%+0.2pp | 24.27%-8.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $6,055 | $3,713+63.1% | $2,975+103.5% | $3,526+71.7% |
| Participant deferral / active EE | $21,803 | $6,787+221.3% | $5,107+326.9% | $5,535+293.9% |
| Admin fee / account holder | $87 | $129-32.6% | $12,068-99.3% | $292-70.2% |