Filed October 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $421,167 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,795 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW Service code 16 · EIN 33-0818667 | Consulting | $78,750 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,339 | $99,062+10.4% | $97,226+12.5% | $99,062+10.4% |
| Participation rate | 95.0% | 71.6%+23.4pp | 72.7%+22.3pp | 71.6%+23.4pp |
| Annual return | 21.97% | 17.66%+4.3pp | 75.13%-53.2pp | 17.66%+4.3pp |
| Employer contribution / active EE | $2,467 | $3,262-24.4% | $2,729-9.6% | $3,262-24.4% |
| Participant deferral / active EE | $9,708 | $5,331+82.1% | $4,264+127.7% | $5,331+82.1% |
| Admin fee / account holder | $70 | $109-35.8% | $5,654-98.8% | $109-35.8% |