Filed April 17, 2009 (most recent of 6 filings on file)
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 |
|---|---|---|
PLAN MEMBER SERVICES10+ years Service code 64 · EIN 77-0309553 | Recordkeeping Fees | $67,319 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,949 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $10,233 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $7,219 |
SEVEN SIMPLE MACHINES1 year Filed as: SEVEN SIMPLE MACHINE Service code 16 · EIN 20-4028622 | Consulting | $6,730 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,310 | $50,820+168.2% | $155,567-12.4% | $77,671+75.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 18.08% | 34.85%-16.8pp | 64.74%-46.7pp | 31.21%-13.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $51 | $436-88.4% | $15,916-99.7% | $430-88.2% |