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 |
|---|---|---|
FID INV INST OPS CO6+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $7,087 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $800 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS LLC, Service code 27 · EIN 36-4001764 | Advisory (Plan) | $252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,808 | $65,061+4.2% | $143,757-52.8% | $66,914+1.3% |
| Participation rate | 82.6% | 65.2%+17.4pp | 80.3%+2.3pp | 69.8%+12.8pp |
| Annual return | -16.97% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,260 | $2,361-46.6% | $4,951-74.5% | $2,544-50.5% |
| Participant deferral / active EE | $3,643 | $2,919+24.8% | $5,637-35.4% | $4,237-14.0% |
| Admin fee / account holder | $51 | $502-89.8% | $14,673-99.7% | $593-91.4% |