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 7-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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 16 · EIN 04-2647786 | Consulting | $17,945 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,091 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $13,670 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751584 | Advisory (Plan) | $2,568 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,354 | $56,095+16.5% | $178,490-63.4% | $90,288-27.6% |
| Participation rate | 83.3% | 65.6%+17.8pp | 81.9%+1.4pp | 73.4%+10.0pp |
| Annual return | 12.52% | 28.81%-16.3pp | 151.07%-138.5pp | 53.97%-41.4pp |
| Employer contribution / active EE | $991 | $1,572-37.0% | $5,011-80.2% | $2,524-60.7% |
| Participant deferral / active EE | $2,799 | $2,669+4.9% | $5,202-46.2% | $4,232-33.9% |
| Admin fee / account holder | $27 | $101-73.4% | $13,984-99.8% | $114-76.6% |