Filed May 1, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,540 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,478 | $129,021-19.8% | $184,203-43.8% | $77,643+33.3% |
| Participation rate | 94.8% | 87.3%+7.5pp | 86.8%+8.0pp | 70.6%+24.3pp |
| Annual return | 18.28% | 33.27%-15.0pp | 28.81%-10.5pp | 31.24%-13.0pp |
| Employer contribution / active EE | $3,713 | $4,413-15.9% | $6,427-42.2% | $2,726+36.2% |
| Participant deferral / active EE | $5,363 | $7,297-26.5% | $9,131-41.3% | $4,647+15.4% |
| Admin fee / account holder | $12 | $254-95.4% | $13,901-99.9% | $430-97.3% |