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 |
|---|---|---|
Filed as: FIDELITY INVSTS INSTL OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $261,493 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,090 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $26,375 |
CARON & BLETZER, PLLC1 year Service code 49 · EIN 04-3499945 | Other Services | $11,000 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,575 |
SAPERS AND WALLACK6+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $49 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,523 | $56,095+61.4% | $178,490-49.3% | $90,288+0.3% |
| Participation rate | 94.7% | 65.6%+29.1pp | 81.9%+12.7pp | 73.4%+21.3pp |
| Annual return | 20.06% | 28.81%-8.8pp | 151.07%-131.0pp | 53.97%-33.9pp |
| Employer contribution / active EE | $1,874 | $1,572+19.2% | $5,011-62.6% | $2,524-25.8% |
| Participant deferral / active EE | $6,993 | $2,669+162.0% | $5,202+34.4% | $4,232+65.2% |
| Admin fee / account holder | $98 | $101-2.3% | $13,984-99.3% | $114-13.8% |