Filed June 28, 2011 (most recent of 5 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,029 |
Filed as: FIDELITY INVSTS INSTL OPER CO, LLC. Service code 37 · EIN 04-2647786 | Loan Processing | $50,275 |
Filed as: CBIZ CPAS P.C. Service code 19 · EIN 43-1947695 | Securities Custodian | $47,903 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,798 |
Filed as: WILLIS TOWERS WATSON LLC Service code 10 · EIN 53-0181291 | Accounting | $31,383 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,680 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 28 · EIN 80-0946231 | Investment Management | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVTSTS INSTL OPER CO, INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVTSTS INSTL OPER CO, LLC Service code 60 | Sub-TA Fees | $0 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $135,802 | $53,136+155.6% | $155,509-12.7% | $199,593-32.0% |
| Participation rate | 88.4% | 64.1%+24.3pp | 78.2%+10.2pp | 72.0%+16.4pp |
| Annual return | 16.40% | 41.15%-24.7pp | 64.67%-48.3pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,230 | $1,851+74.5% | $4,672-30.9% | $3,034+6.4% |
| Participant deferral / active EE | $9,718 | $3,161+207.5% | $5,626+72.7% | $5,087+91.1% |
| Admin fee / account holder | $89 | $185-52.0% | $15,912-99.4% | $269-66.9% |