Filed February 27, 2009
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 | $220,698 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,175 |
MORGAN STANLEY SMITH BARNEY3 years Service code 16 · EIN 20-8764829 | Consulting | $72,948 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $15,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,902 | $122,186+80.0% | $146,958+49.6% | $199,593+10.2% |
| Participation rate | 93.0% | 78.3%+14.7pp | 82.2%+10.9pp | 72.0%+21.1pp |
| Annual return | 77.74% | 30.56%+47.2pp | 418.34%-340.6pp | 34.25%+43.5pp |
| Employer contribution / active EE | $9,828 | $4,093+140.1% | $4,933+99.2% | $3,034+223.9% |
| Participant deferral / active EE | $14,762 | $8,502+73.6% | $8,070+82.9% | $5,087+190.2% |
| Admin fee / account holder | $59 | $179-66.9% | $12,998-99.5% | $269-78.0% |