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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,087 |
Filed as: FIDELITY INVSTS INSTL OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $138,546 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,104 |
SAPERS AND WALLACK5+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $8,639 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,800 |
Filed as: FIDELITY INVTSTS INSTL OPER CO, INC 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,472 | $47,456+67.5% | $172,739-54.0% | $77,787+2.2% |
| Participation rate | 94.2% | 66.3%+28.0pp | 82.6%+11.6pp | 73.2%+21.0pp |
| Annual return | 22.80% | 35.57%-12.8pp | 802.84%-780.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,769 | $1,574+12.4% | $5,143-65.6% | $2,504-29.4% |
| Participant deferral / active EE | $6,695 | $2,560+161.6% | $5,198+28.8% | $3,967+68.7% |
| Admin fee / account holder | $91 | $81+12.8% | $13,954-99.3% | $100-8.8% |