Filed September 16, 2010
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $80,280 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $62,653 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,406 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$173,912 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,252 | $129,021-1.4% | $184,203-30.9% | $77,643+63.9% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 19.55% | 33.27%-13.7pp | 28.81%-9.3pp | 31.24%-11.7pp |
| Employer contribution / active EE | $4,863 | $4,413+10.2% | $6,427-24.3% | $2,726+78.4% |
| Participant deferral / active EE | $8,429 | $7,297+15.5% | $9,131-7.7% | $4,647+81.4% |
| Admin fee / account holder | $104 | $254-59.0% | $13,901-99.3% | $430-75.8% |