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 | $33,880 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC. Service code 24 · EIN 04-2654524 | Discretionary Trustee | $15,141 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,535 | $82,202-25.1% | $125,339-50.9% | $64,808-5.1% |
| Participation rate | 97.6% | 77.9%+19.8pp | 82.4%+15.3pp | 71.5%+26.2pp |
| Annual return | -15.94% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,761 | $3,615-23.6% | $4,814-42.6% | $2,506+10.2% |
| Participant deferral / active EE | $7,578 | $7,175+5.6% | $7,446+1.8% | $4,310+75.8% |
| Admin fee / account holder | $154 | $163-5.4% | $10,010-98.5% | $188-17.8% |