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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $67,989 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $19,635 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $4,560 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,925 | $50,127+19.5% | $149,673-60.0% | $80,160-25.2% |
| Participation rate | 81.3% | 64.3%+17.0pp | 78.8%+2.5pp | 72.9%+8.4pp |
| Annual return | 16.02% | 29.82%-13.8pp | 134.42%-118.4pp | 40.38%-24.4pp |
| Employer contribution / active EE | $948 | $1,865-49.2% | $4,818-80.3% | $2,978-68.2% |
| Participant deferral / active EE | $3,069 | $3,194-3.9% | $5,680-46.0% | $5,017-38.8% |
| Admin fee / account holder | $51 | $153-66.4% | $13,210-99.6% | $145-64.6% |