Filed July 10, 2007
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,678 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$37,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,506 | $241,101-69.5% | $103,333-28.9% | $199,593-63.2% |
| Participation rate | 94.8% | 78.3%+16.5pp | 74.5%+20.3pp | 72.0%+22.9pp |
| Annual return | 19.16% | 17.80%+1.4pp | 24.88%-5.7pp | 34.25%-15.1pp |
| Employer contribution / active EE | $1,427 | $4,244-66.4% | $3,868-63.1% | $3,034-53.0% |
| Participant deferral / active EE | $7,408 | $3,958+87.2% | $5,057+46.5% | $5,087+45.6% |
| Admin fee / account holder | $23 | $288-92.0% | $8,355-99.7% | $269-91.4% |