Filed May 6, 2011 (most recent of 2 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 INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $349,663 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $221,930 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,362 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $82,514 | $117,148-29.6% | $67,511+22.2% | $99,061-16.7% |
| Participation rate | 91.8% | 72.7%+19.2pp | 72.9%+19.0pp | 71.6%+20.2pp |
| Annual return | 15.25% | 14.15%+1.1pp | 3517.41%-3502.2pp | 17.66%-2.4pp |
| Employer contribution / active EE | $4,983 | $4,623+7.8% | $2,733+82.4% | $3,261+52.8% |
| Participant deferral / active EE | $5,712 | $4,782+19.5% | $4,000+42.8% | $5,331+7.1% |
| Admin fee / account holder | $52 | $50+4.2% | $3,999-98.7% | $109-52.1% |