Filed February 15, 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 |
|---|---|---|
ALAN BILLER & ASSOCIATES6 years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $20,000 |
FRANK RIMERMAN & CO LLP4 years Filed as: FRANK, RIMERMAN+CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$34,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,929 | $59,097+559.8% | $82,389+373.3% | $74,304+424.8% |
| Participation rate | 88.0% | 52.8%+35.2pp | 69.5%+18.5pp | 60.3%+27.7pp |
| Annual return | 12.19% | 22.85%-10.7pp | 28.67%-16.5pp | 29.43%-17.2pp |
| Employer contribution / active EE | $11,389 | $1,601+611.4% | $2,517+352.5% | $2,241+408.1% |
| Participant deferral / active EE | $17,486 | $2,775+530.0% | $4,155+320.9% | $3,767+364.1% |
| Admin fee / account holder | $11 | $4,489-99.8% | $7,231-99.8% | $2,969-99.6% |