Filed August 12, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,824 |
OSAIC WEALTH INC3 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $34,494 |
THE AMERIFLEX GROUP1 year Service code 27 · EIN 84-2224681 | Advisory (Plan) | $13,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,443 | $86,944+25.9% | $107,525+1.8% | $74,304+47.3% |
| Participation rate | 88.3% | 59.6%+28.7pp | 75.1%+13.2pp | 60.3%+27.9pp |
| Annual return | 17.61% | 23.52%-5.9pp | 181.32%-163.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $3,643 | $2,757+32.2% | $3,754-2.9% | $2,241+62.6% |
| Participant deferral / active EE | $8,568 | $3,554+141.1% | $5,116+67.5% | $3,767+127.4% |
| Admin fee / account holder | $357 | $3,727-90.4% | $8,919-96.0% | $2,969-88.0% |