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 | $65,404 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $14,790 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $4,679 |
FID INV INST OPS CO4+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,266 | $67,512+7.0% | $185,823-61.1% | $93,030-22.3% |
| Participation rate | 81.1% | 67.1%+14.0pp | 81.7%-0.6pp | 73.9%+7.2pp |
| Annual return | 12.58% | 21.04%-8.5pp | 122.05%-109.5pp | 158.70%-146.1pp |
| Employer contribution / active EE | $1,017 | $1,783-42.9% | $5,167-80.3% | $2,706-62.4% |
| Participant deferral / active EE | $3,046 | $3,035+0.3% | $5,568-45.3% | $4,562-33.2% |
| Admin fee / account holder | $48 | $318-84.8% | $16,237-99.7% | $152-68.1% |