Filed March 29, 2011
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 | $106,375 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,363 |
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 | $90,533 | $2,679,533-96.6% | $164,813-45.1% | $199,593-54.6% |
| Participation rate | 96.7% | 78.3%+18.4pp | 78.6%+18.1pp | 72.0%+24.8pp |
| Annual return | 17.05% | 17.93%-0.9pp | 69.93%-52.9pp | 34.25%-17.2pp |
| Employer contribution / active EE | $3,389 | $2,970+14.1% | $4,341-21.9% | $3,034+11.7% |
| Participant deferral / active EE | $9,085 | $5,010+81.4% | $6,031+50.6% | $5,087+78.6% |
| Admin fee / account holder | $99 | $1,982-95.0% | $12,690-99.2% | $269-63.1% |