Filed September 11, 2012
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 8-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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $13,670 |
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,308 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $238 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,332 | $58,879+16.1% | $178,490-61.7% | $73,488-7.0% |
| Participation rate | 78.8% | 66.2%+12.6pp | 81.9%-3.1pp | 70.7%+8.1pp |
| Annual return | 14.86% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,037 | $2,236-53.6% | $5,011-79.3% | $2,270-54.3% |
| Participant deferral / active EE | $2,901 | $2,567+13.0% | $5,202-44.2% | $3,740-22.4% |
| Admin fee / account holder | $83 | $400-79.4% | $13,984-99.4% | $513-83.9% |