Filed August 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 10-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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $23,587 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC. Service code 24 · EIN 04-2654524 | Discretionary Trustee | $7,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,101 | $100,801-31.4% | $149,696-53.8% | $73,409-5.9% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 20.82% | 265.34%-244.5pp | 276.60%-255.8pp | 59.29%-38.5pp |
| Employer contribution / active EE | $2,508 | $3,312-24.3% | $4,644-46.0% | $2,234+12.3% |
| Participant deferral / active EE | $6,473 | $6,404+1.1% | $6,842-5.4% | $3,805+70.1% |
| Admin fee / account holder | $125 | $181-30.9% | $9,309-98.7% | $158-20.8% |