Filed February 26, 2008 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $715,634 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,431 |
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 | $100,163 | $47,202+112.2% | $93,606+7.0% | $99,062+1.1% |
| Participation rate | 92.3% | 57.3%+35.0pp | 68.7%+23.6pp | 71.6%+20.7pp |
| Annual return | 17.97% | 13.08%+4.9pp | 133.20%-115.2pp | 17.66%+0.3pp |
| Employer contribution / active EE | $2,781 | $1,134+145.3% | $2,420+14.9% | $3,262-14.7% |
| Participant deferral / active EE | $5,288 | $2,296+130.3% | $4,411+19.9% | $5,331-0.8% |
| Admin fee / account holder | $56 | $86-35.3% | $8,285-99.3% | $109-49.0% |