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 | $76,445 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $24,838 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $4,665 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $498 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,781 | $45,000+28.4% | $143,757-59.8% | $77,904-25.8% |
| Participation rate | 80.3% | 66.8%+13.4pp | 80.3%-0.1pp | 73.7%+6.6pp |
| Annual return | -15.03% | 29.03%-44.1pp | -0.04%-15.0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $911 | $1,870-51.3% | $4,951-81.6% | $2,848-68.0% |
| Participant deferral / active EE | $2,764 | $3,157-12.4% | $5,637-51.0% | $4,806-42.5% |
| Admin fee / account holder | $60 | $98-38.7% | $14,673-99.6% | $133-54.5% |