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 | $389,620 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,744 |
SAPERS AND WALLACK7+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $24,461 |
CARON & BLETZER, PLLC2 years Service code 49 · EIN 04-3499945 | Other Services | $11,000 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,405 |
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 | $100,610 | $67,512+49.0% | $185,823-45.9% | $93,030+8.1% |
| Participation rate | 96.3% | 67.1%+29.2pp | 81.7%+14.6pp | 73.9%+22.4pp |
| Annual return | 16.56% | 21.04%-4.5pp | 122.05%-105.5pp | 158.70%-142.1pp |
| Employer contribution / active EE | $2,207 | $1,783+23.8% | $5,167-57.3% | $2,706-18.4% |
| Participant deferral / active EE | $7,644 | $3,035+151.8% | $5,568+37.3% | $4,562+67.5% |
| Admin fee / account holder | $75 | $318-76.5% | $16,237-99.5% | $152-50.8% |