Filed May 16, 2008 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $269,859 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $211,040 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3109431 200 E. RANDOLPH · CHICAGO, IL 60061 | Advisory (Plan) | $71,008 |
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 | $186,776 | $110,299+69.3% | $102,423+82.4% | $199,593-6.4% |
| Participation rate | 94.8% | 86.3%+8.6pp | 76.5%+18.4pp | 72.0%+22.9pp |
| Annual return | 15.02% | 35.73%-20.7pp | 29.32%-14.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $5,125 | $3,603+42.2% | $3,023+69.5% | $3,034+68.9% |
| Participant deferral / active EE | $11,501 | $6,376+80.4% | $5,053+127.6% | $5,087+126.1% |
| Admin fee / account holder | $136 | $122+11.3% | $9,451-98.6% | $269-49.4% |