Filed July 21, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,347 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,822 |
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 | $267,797 | $108,549+146.7% | $156,263+71.4% | $85,563+213.0% |
| Participation rate | 96.3% | 77.1%+19.3pp | 78.9%+17.4pp | 66.0%+30.4pp |
| Annual return | 19.33% | 21.79%-2.5pp | 59.47%-40.1pp | 31.51%-12.2pp |
| Employer contribution / active EE | $6,304 | $2,690+134.4% | $4,333+45.5% | $2,654+137.6% |
| Participant deferral / active EE | $9,867 | $4,800+105.5% | $6,158+60.2% | $4,375+125.5% |
| Admin fee / account holder | $47 | $650-92.7% | $14,255-99.7% | $834-94.3% |